Office Manager

Office Manager / Client Relations Coordinator

Location: St. Marys, GA
Employment Type: Full-Time
Industry: Financial Services

Position Overview

We are seeking a highly organized, professional, and customer-focused Office Manager to join our growing financial advisory practice. This role is ideal for an individual who thrives in a fast-paced environment, enjoys working with clients, and excels at multitasking. The Office Manager will serve as a key point of contact for clients while supporting Financial Advisors with scheduling, office operations, and administrative responsibilities.

The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to effectively manage multiple priorities while maintaining a superior client experience.

Key Responsibilities

• Serve as the first point of contact for clients, providing exceptional customer service in person and over the phone
• Manage advisor calendars and schedule client appointments, meetings, and follow-up activities
• Maintain accurate client records using proprietary financial services software and CRM systems
• Assist with client onboarding, account paperwork, and administrative processes
• Coordinate office operations and ensure efficient workflow throughout the office
• Handle incoming and outgoing correspondence, including mail, email, and phone communications
• Maintain confidentiality of client and business information
• Support bookkeeping and office financial administration using QuickBooks
• Prepare reports, presentations, and other business documents as needed
• Assist advisors with marketing events, client appreciation activities, and office initiatives
• Manage multiple projects and priorities while meeting deadlines

QualificationsRequired:

• High school diploma or equivalent
• Minimum 2 years of office administration, executive assistant, office management, or customer service experience
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
• Professional demeanor and strong interpersonal skills
• Ability to learn and navigate proprietary software systems
• Strong attention to detail and accuracy

Preferred:

• Experience in financial services, banking, insurance, accounting, or wealth management
• Working knowledge of QuickBooks
• Experience scheduling appointments and managing executive calendars
• Familiarity with CRM systems and client database management
• Associate's or bachelor's degree in business, finance, accounting, or a related field

What We're Looking For

The successful candidate will be:

• Client-focused and relationship-oriented
• Dependable, trustworthy, and professional
• Comfortable working independently and as part of a team
• Adaptable and able to handle changing priorities
• Proactive in identifying and solving problems
• Committed to delivering an exceptional client experience

Benefits

• Competitive compensation based on experience
• Paid time off and holidays
• Professional development opportunities
• Opportunity to build a long-term career within a growing financial advisory practice
• Positive and professional work environment

If you are an organized professional who enjoys helping clients, managing operations, and supporting a dynamic financial advisory team, we encourage you to apply.

Pay: $25.00 - $30.00 per hour

Benefits:

• Paid time off

Work Location: In person