Office Manager (Financial Services)

TL;DR

Office Manager (Financial Services): Providing comprehensive administrative support and office operations management for a financial services practice with an accent on client experience and process efficiency. Focus on coordinating team activities, managing client scheduling, and optimizing office workflows.

Location: In-office in Spokane

Salary: $45,000–$50,000 annually

Company

A faith-based, not-for-profit financial services organization dedicated to helping its members achieve multiple financial goals.

What you will do

• Manage overall office services, ensuring operations and procedures are organized, effective, and efficient.
• Foster relationships with existing and new clients and schedule meetings on behalf of Financial Advisors.
• Handle incoming telephone calls, postal mail, and practice email correspondence.
• Coordinate team roles and allocate tasks to ensure maximum efficiency in daily operations.
• Maintain and update the contact management system (Salesforce) with client preferences and information.
• Support event planning and prepare routine reports and special projects.

Requirements

• Demonstrated customer service experience in a fast-paced office environment.
• Strong technical aptitude with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Ability to handle multiple tasks and maintain high quality of work despite frequent interruptions.
• Capability to maintain the integrity of sensitive and confidential information.
• Must be able to pass a background check, including FBI fingerprinting.

Culture & Benefits

• IRA with company match.
• Monthly medical reimbursement.
• Paid Time Off (PTO) and sick time.
• Faith-based organizational culture focused on helping others.