Office Manager Montana

Company: Dakota Wealth Management, LLC
Location: Billings
Posted on: September 15, 2023

Job Description:

Dakota Wealth Management is currently seeking an Office Manager to join our team in Billings, Montana 59102.




Who We Are:

Dakota Wealth Management is a rapidly growing RIA firm, through an inspired culture, uniquely crafted investment portfolios, innovative strategies and exceptional client service, our extraordinary team delivers a transformational wealth management experience dedicated to creating multi-generational wealth and success for our clients and partners.




About the Role:

The role of the Office Manager is to closely support the team members in the Billings, Montana, office. The role requires a full-time, onsite, commitment, including operational, administrative and client-facing support. This individual will assist all team members with coordination and scheduling of meetings, the creation of proposals, financial plans, and various client reports inclusive of collateral material.




What You'll Do:

Ensure Billings team is fulfilled and happy with office efficiency and effectiveness.
Smoothly running client-facing operations in the Billings office.
Optimized client-facing functionality.
Organize centralized support to ensure smoothly running client-facing activities.
Assist with scheduling, errands, and other duties to facilitate the most efficient use of the team's time.
Site administrator - liaison to landlord for property matters; oversee office equipment including service schedules, repairs, and supplies.
Assist with planning and coordinating client scheduling arrangements.
Assist with client's as necessary including onboarding, account alignment, money movement, and other administrative support tasks.
Submit invoices and assist with expense reimbursements, coordinating with home office in Palm Beach Gardens, Florida
Perform daily mail functions, deposit checks, complete necessary Red Tail Workflows, maintain gift log and submit for compliance review.




Our Ideal Candidate:

Education and Experience

Minimum of 1 to 2 years prior Office Management experience within the Finance industry
Bachelor's degree in related field preferred
Proven experience on custodian platforms, portfolio management systems, CRM, trading processes, and managing investment strategies on associated platforms.
Competency in Microsoft applications including Word, Excel, and Outlook.




Required Skills and Abilities

Effective time management skills
Excellent follow up
Attention to detail
Professional and proactive work ethic
Excellent interpersonal, written, and oral communication skill




What We Offer:

Competitive pay ($55k-$60k); commensurate with experience
Benefits package is available; Health, Dental and Vision insurance, in addition to, paid vacation, and 401(k).
The role requires a full-time, onsite commitment

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