Office Manager Montana
Company: Dakota Wealth Management, LLC
Posted on: September 15, 2023
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
Smoothly running client-facing operations in the Billings
Optimized client-facing functionality.
Organize centralized support to ensure smoothly running
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
Assist with planning and coordinating client scheduling
Assist with client's as necessary including onboarding, account
alignment, money movement, and other administrative support
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
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
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
Keywords: Dakota Wealth Management, LLC, Billings , Office Manager Montana, Executive , Billings, Montana
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