Job summary
Job post source
This job is directly from B.O.S.S. Retirement Solutions
Job overview
The Office Manager is responsible for managing office operations and building client relationships, playing a crucial role in the success of B.O.S.S. Retirement Solutions.
Responsibilities and impact
Daily responsibilities include greeting clients, preparing documents for appointments, managing calendars, screening calls, and tracking supplies, contributing to a positive client experience.
Compensation and benefits
The starting pay is $38,500 with a potential quarterly bonus of $500, and salary increases of $5,000 upon obtaining necessary licenses.
Experience and skills
A bachelor's degree is preferred, or 4 years of relevant office experience, along with 2 years in customer service and 1 year in a professional office setting; proficiency in Excel and Microsoft Word is required.
Career development
Opportunities for professional growth include salary increases upon obtaining specific licenses related to the role.
Work environment and culture
The company values adaptability and client trust, emphasizing a supportive environment for both clients and staff.
Company information
B.O.S.S. Retirement Solutions focuses on providing retirement planning services, aiming to build strong client relationships and support their financial needs.
Team overview
The team consists of Advisors and support staff, fostering a collaborative environment to enhance client services.
Job location and travel
The position is full-time, Monday to Friday, from 8:30 AM to 5:30 PM, with no specific travel requirements mentioned.
Application process
Interested candidates should prepare to submit their resumes and relevant documentation, with no specific deadlines mentioned.
Unique job features
The role offers unique opportunities for salary increases based on professional licensing achievements.
Company overview
B.O.S.S. Retirement Solutions is a financial services company specializing in retirement planning and wealth management. They generate revenue by offering personalized financial advice, investment strategies, and retirement planning services to individuals seeking to secure their financial future. Founded with a mission to provide comprehensive retirement solutions, the company has built a reputation for its client-focused approach and expertise in navigating complex financial landscapes. Their history is marked by a commitment to educating clients and delivering tailored strategies that align with individual retirement goals. B.O.S.S. Retirement Solutions is known for its dedication to helping clients achieve financial independence and peace of mind in retirement.
How to land this job
Tailor your resume to highlight your strong organizational skills and experience in customer service, as these are essential for the Office Manager role at B.O.S.S. Retirement Solutions.
Emphasize your proficiency in Microsoft Excel and Word, as well as any experience with database management, to align with the job requirements.
Apply through multiple platforms, including B.O.S.S. Retirement Solutions' corporate site and LinkedIn, to maximize your chances of being noticed for the position.
Connect with current employees in the office management division at B.O.S.S. Retirement Solutions on LinkedIn, using ice breakers such as asking about their experience with the company culture or inquiring about the office's growth and changes.
Optimize your resume for ATS systems by including keywords from the job description, such as 'time management,' 'client experience,' and 'calendar management,' to ensure your application passes initial screenings.
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