Office Manager.

Prepare client reports for quarterly planner review
Manage held-away assets and manual accounts as needed (monthly/quarterly)
Investment Advisor Compliance
401(k) set-up and maintenance
Cross pollination of duties with Paraplanners and portfolio management system administrator
Working hours: 8:00 AM - 5:00 PM
Skills:
Familiarity with financial industry operations.
Experience with budget management.
Previous experience in a client-focused environment.
Bachelor's degree in Business Administration, Finance, or a related field.
Education:
Bachelors
Experience:
1-4 years
Qualifications:
High integrity
Extremely Detail-oriented
Accurate, organized, able to set priorities
Microsoft office skills (Outlook, Excel, Word, PowerPoint)
Team player, collaborative, able to work with and through others
Excellent phone voice
Engaging and sociable personality
Proven experience as an Office Manager preferrable in the finanical sector
Apply today!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).