Office Manager Financial Planning Office

We are a Boutique Family Financial Planning Office, looking for an office manager to answer phones, process paperwork, and to complete daily, weekly, monthly, quarterly, and annual tasks.

Having a financial background is helpful but not a requirement.

A can-do positive attitude and a clean background check are a must.

Attention to detail, strong communication, and organizational skills will benefit a candidate for a position like this. It will be ideal for an individual who communicates well, is efficient, and prompt.

This is for an on-site position with 'some' remote work possible - albeit not consistently.

Please forward your resume and place YOUR NAME and OFFICE MANAGER in the subject field. Be certain to include your personal email address, resume/CV, mobile number, and the town you are currently residing in.

This position is ideal for a candidate who prefers working in a small office, away from the hustle and bustle of city life, and who wants to be part of a cause to make a positive difference in our client's lives.

This opportunity is ideal for an established individual looking to either change careers or return to the workplace, perhaps during the daytime hours when children are in school.

OR

For a young person who wants to get into the financial planning field and is looking for an opportunity to learn about the business.

We are a family-oriented practice associated with a major independent financial planning firm. WE ARE NOT within walking distance of a Starbucks or Dunkin' >>> the office is located in a rural setting.

Integrity, a clean background check, attention to detail, and an outgoing personality are necessary. The rest we can teach with time.

$25 per hour depending on life experience, hoping for 20-30 hours each week.

Additional hours and benefits with longevity.

We look forward to hearing from you!