Office Manager

Job Description:

The Office Manager is a full-time position responsible for building connections and trust with clients and managing the office. The Office Manager role is vital to the success of the business and providing support to the Advisors of the office.  This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.

Responsibilities include but are not limited to:

·      Greeting clients

·      Prep documents for client appointments

·      Scan/Upload documents and meeting notes

·      Screen inbound calls

·      Calendar Management

·      Appointment Confirmation/follow-up

·      Tracking/ordering supplies

·      Attend weekly and monthly meetin...