What are the responsibilities and job description for the Office Manager position at Peak Retirement Planning, Inc.?
Office Manager
We are a fast-growing financial planning firm located in Columbus, Ohio seeking an individual with a passion for serving others and has a friendly personality. Someone who expresses who we are as a firm. Someone to ensure smooth day- to-day operations while providing superior customer service to the firm’s prospects, clients, and team members.
The ideal candidate will be able to perform general tasks such as handling calls, calendar and database management, and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.
Minimum Requirements:
- Provide outstanding client service
- Friendly and optimistic personality
- Ability to get things done with little oversight
- Desire to obtain long-term employment
- Reliable with exceptional work ethic
- Polished phone skills
- Strong organizational skills, detail oriented, proactive and resourceful
- Ability to prioritize projects and manage time
- Calendar management
- Strong follow-through
- Good-natured, positive attitude, and optimistic
Main Responsibilities:
- Greet clients when they arrive at our office
- Answer phones
- Administrative tasks - scanning documents, paperwork prep, and data entry
- Ensure office supplies are ordered and in stock.
- Develop and mail letters to clients for various purposes upon request
- Assist in organizing events, event supplies, and promotional material
- Maintain the office environment in immaculate and organized condition
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Job Type: Full-time
Pay: $36,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
- No weekends
Ability to commute/relocate:
- Columbus, OH 43214: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
Salary : $36,000 - $60,000
