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Office Manager - Salary/Full Benefits/Top Workplace/RIA

Company: Confidential
Location: Omaha
Posted on: January 15, 2022

Job Description:

Perfect for the Service-Minded ProfessionalThis is an exceptional growth opportunity for someone with the skills of a concierge, loves problem solving, likes every day being different and is passionate about taking advantage of professional development opportunities. -Join a high performing team and advance your career in a servant-minded, award-winning culture that believes in Humble. Hungry. Smart. - - -Who you are--- (Ideal Profile & Background)

  • You have the skills of a concierge to provide clients with an exceptional experience.
  • You're a caring individual with excellent communication skills, strong attention to detail, high follow-through, and process orientation with a desire to continually learn and grow.
  • You have a great attitude about doing whatever it takes to get the job done, covering the details, supporting the team and keep everything running smoothly.
  • You like being part of a high performing team that's making a profound difference in the lives of clients and their families who you'll grow to know well. - -Who we are--- (Culture & Philosophy)
    • Southwestern Investment Group is a top workplace award winner in 2020 and 2021, a top 100 RIA in the country and rapidly growing with a "Humble. Hungry. Smart." culture that's very caring, entrepreneurial, and collaborative.
    • Our Omaha leader has been named Forbes' Top Next-Gen Wealth Advisor and has served on the Raymond James Executive Council. He's known as an excellent player's coach type leader.
    • We're passionate about helping you grow to your full potential in the rewarding field of wealth management. -Qualifications
      • Must be a very warm, capable well-organized individual who can provide a concierge experience for our clients.
      • Strong written and oral communication skills to manage a lot of client communications.
      • Well organized with solid follow-up skills to ensure requests are executed.
      • Solid problem solver with a strong desire to continually improve and streamline operations.
      • We'd like to invest in someone that wants to pursue opportunities for professional development in licensing/designations/certifications to best serve our clients and grow a highly rewarding career. -
      • Tech-savvy individual that can manage our internal programs. -Serving Clients
        • Much of your day will involve interacting with clients to address questions, process their requests, gather/submit forms to execute client investment transactions and process insurance paperwork.
        • Take on more complex questions, research solutions etc. as you achieve higher levels of knowledge, experience, and licensing/designations.
        • Work closely and effectively with the EVP to keep him well informed of upcoming commitments and responsibilities, following up appropriately to keep things on schedule. -Rewards
          • Compensation Package -- Attractive starting salary with definite growth opportunities.
          • Career Path at Top Workplace -- We'll invest in you to gain higher levels of licensing/designations to advance your career in a positive, highly supportive environment.
          • Excellent Benefits -- Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation/Holidays and more---
          • Client Engagement -- You will build some genuinely special relationships and have a profound impact on their lives.
          • High Performance Culture -- Led by servant-leaders, our motto is "Hungry. Humble. Smart."
          • Community Involvement -- We're passionate about supporting our community with each office choosing a charity/cause to champion. -*Please apply through LinkedIn. Please -DO NOT -call, email, or drop by to share your resume.*No recruiter inquiries will be accepted.

Keywords: Confidential, Omaha , Office Manager - Salary/Full Benefits/Top Workplace/RIA, Executive , Omaha, Nebraska

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