Office Manager

Job Description

Money at Work, LLC:

Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team.

Essential Duties and Responsibilities

• Communicates with team proactively on a daily basis to ensure needs are being met and necessary support is being provided.
• Manages client account maintenance activities which includes, but is not limited to opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers, etc.
• Delivers client support which includes, but is not limited to client meeting preparation, running reports, meeting follow up, and special outreach projects, etc.
• Provides high caliber service to clients by responding to inquiries and requests promptly.
• Researches complex client situations, communicates with home office departments to seek a timely resolution, while managing client’s expectations until resolved.
• Participates in ongoing training and education to ensure the most efficient usages of technology and firm resources.
• Performs other duties and responsibilities as assigned.
• Coordinates /oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboarding process.
• Assists with prospective clients, provides consultation and education regarding the Raymond James platform.

Knowledge of

• Company’s working structure, policies, mission, and strategies.

• General office practices, procedures, and methods.

• Financial industry experience

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Work independently.

• Provide a high level of customer service.

Skill in

• Proficient use of Microsoft program suite, with advanced excel knowledge

• Able to analyze account information

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Provide the most efficient usage of technology and firm resources to enhance the client experience

Ability to

• Help drive utilization/adoption to key tools and resources

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Work independently.

• Provide a high level of customer service.

Education/Previous Experience

• High School Diploma or equivalent and one (5) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training.

Money at Work, LLC and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Education

High School (HS) (Required)

Work Experience

General Experience - 6 to 10 years

Certifications

Salary Range

$45,000.00-$69,992.00

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

#LI-LS1