Wealth Management Office Manager - Roswell, GA

Position:
Wealth Management Office Manager

Firm:
Park Square Financial Group

Location:

Roswell, GA

Advance your career and truly make a difference! We have an exciting opportunity for an organized self‑motivated individual with excellent interpersonal skills seeking to join a well‑established Independent Advisor and Financial Services Company.

• Maintain weekly scorecard metrics for the firm and update weekly KPI’s
• Coordinate internal communications, calendars, and daily support to Advisors
• Own and update L10 meeting preparation, follow‑up, and issue tracking
• Serve as the primary POC for scheduling, client meeting prep, and client service workflow
• Prepare client reports, packets, confirm appointments and set up for meetings
• Process client service requests including beneficiary changes, address updates, and forms
• Assist with onboarding new team members
• Prepare training guides and update SOP’s
• Manage incoming/outgoing mail, supplies and scheduling
• Assist with filing compliance documentation
• Support and troubleshoot CRM and other platforms

• 3+ years’ experience in Office or Operations Management
• Previous experience in financial industry preferred
• Proficient MS Office software
• Previous CRM experience (Orion, Wealthbox or equivalent)
• Experience with Schwab and Fidelity custodial platforms
• Professional and warm client presence
  
  Ability to work with minimal supervision

• Bachelor’s degree preferred or equivalent work experience
• Series 65 license preferred or willing to obtain

• Competitive salary
• Health insurance
• Dental insurance
• 401(k) plans
• PTO

• Onsite:
  Monday – Friday, 9am – 5pm
• Occasional evening client events