Business Office Manager

Dale Buckner, Inc. is an established 40-year-old wealth management and financial planning firm. We care about our clients, not just their money. At Dale Buckner, Inc., we consider our clients’ best interests above all else. Our team is focused on helping our clients reach their financial and retirement goals. 

We are experiencing consistent growth, and we are searching for the right self-starting Business Office Manager. We are committed to building a team that meets our clients’ needs. Our team members help other team members realize their true potential. 

If you are a professional, customer service-minded Office Manager who will be responsible for a diverse range of administrative duties, including bookkeeping and human resources, send us your resume. You can support our company’s business initiatives and ensure our office remains an amazing place to work. We are seeking candidates who are passionate about what we do. 

Key Responsibilities:

• Assist the President and Senior Vice President in all aspects of business operations
• Responsible for human resources duties, including recruiting, on-boarding, compliance with corporate HR policies, biweekly payroll, benefits
• Handle Accounts Payable and Accounts Receivable, budget planning, internal reports
• Quarterly client billing for management fees
• Cross train on support positions in the office

Qualifications:

• 3-years professional office experience
• Bachelor’s Degree preferred
• Experience in human resources and bookkeeping
• Able to pass FBI background check

Skills and Knowledge:

• Proficiency with MS Office Suite, QuickBooks, CRM database
• Deep interest in employee relations, able to interact with employees at all levels
• Positive attitude toward client relations to provide exceptional client service
• Personable and friendly disposition with an understanding of the intangible things it takes to make a small business work
• Dependable with unquestionable work ethic and integrity
• Proactive and able to work without direct supervision; takes own initiative
• Ability to maintain confidentiality of highly sensitive information
• Sound judgment and problem-solving skills  
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Strong written and verbal communication skills; Spanish is a plus

Pay Rate: The potential compensation for this position ranges from $22 to $31 per hour and is contingent on the applicant's previous education and/or experience.

Benefits: (once eligibility requirements are met)

• 401(k)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• LTD Insurance
• STD Insurance
• Paid time off
• Educational Possibilities

We welcome your interest in being a part of the Dale Buckner, Inc. team.  We have a growth-oriented, entrepreneurial culture that respects people, values, talent, experience, and ambition. We encourage leadership at all levels.