Office Manager

Marangola Financial Group is a values-based, family-centered financial planning firm that offers comprehensive guidance for accumulating and preserving wealth. We are looking for an Office/Operations Manager who will support a team of three advisors in managing client relationships, scheduling, marketing, client correspondence, and maintaining the office. This person will wear a lot of different hats, as we are a small family business.

This is a full-time, in-person position.

• Answer incoming calls and client inquiries, or guide them to the correct person
• Greeting clients as they enter the office
• Manage client communications and mailings
• Assist in client marketing
• Utilize CRM to manage tasks and ensure client requests are routed to the correct person
• Manage calendars of the three advisors and schedule meetings with clients
• Interact with business partners (i.e., account custodians, third-party program sponsors, broker-dealers, etc.)
• Ordering office supplies
• Assist team with ad-hoc projects

• Strong educational or work experience background
• Personable
• Excellent attention to detail
• Proficiency in Microsoft Word
• Exceptional written and verbal communication skills
• Ability to problem solve and work independently
• 401K matching program
• Assistance with professional education program costs