Office Manager/Administrative Assistant CFG the Money Doctors Penfield, NY Job Details Full-time From $23 an hour 1 day ago Benefits Paid training Paid holidays Paid time off Opportunities for advancement Retirement plan Qualifications Office activity coordination Administrative experience Attention to detail Financial services Office management Full Job Description Job Summary We're looking for the right person to join our team at CFG The Money Docs. This is not just an office manager position. We're looking for someone who wants to become an important part of our firm, get to know our clients, learn the business, and have the opportunity to grow with us. The position starts at $23 per hour and includes paid holidays and a retirement plan . More importantly, for the right person, there is real potential to take on additional responsibilities and advance within the firm over time. What will you be doing? You'll help keep our office organized and running smoothly while also providing administrative support to our financial advisors and, most importantly, taking great care of our clients. A typical day may include answering phones, scheduling appointments, preparing paperwork, helping advisors get ready for client meetings, processing and following up on client requests, keeping records organized, handling checks and deposits, and making sure the many little things that come up during the day don't fall through the cracks. We're a busy office, so we need someone who can stay organized, prioritize, and comfortably handle several things at once. Who are we looking for? Personality and attitude are extremely important to us. We want someone who is friendly, dependable, organized and professional , but also someone who genuinely enjoys working with people. Our clients have been with us for many years, and we want them to feel welcomed and taken care of every time they call or walk through our door.

A successful candidate:

Takes pride in being organized and getting things done Has a great attitude and enjoys being part of a team Is comfortable talking with clients on the phone and in person Pays attention to details Takes initiative instead of always waiting to be told what to do next Can juggle multiple responsibilities without getting overwhelmed Is comfortable with computers, email and Microsoft Office Is willing to learn new systems and new aspects of the financial-services business Is looking for a place where you can stay, learn and grow Experience in financial services is certainly a plus, but it is not a requirement . Experience as an office manager, administrative assistant, client service representative, or in another professional office environment would be helpful. We would rather find someone with the right personality, work ethic and willingness to learn and teach them the financial side of the position. Opportunity to Grow We are a growing financial advisory firm, and we want this position to grow as well. Someone who proves themselves, learns the business and wants additional responsibility will have the opportunity to expand their role within CFG The Money Docs. We're hoping to find someone who sees this as more than their next job and would like the opportunity to build a career with us. Compensation & Benefits Starting pay: $23.00 per hour Full-time position Paid holidays Retirement plan Training and development Opportunity for increased responsibilities and advancement within the firm About CFG The Money Docs CFG The Money Docs is an independent financial advisory firm helping individuals and families prepare for retirement and make better financial decisions. We've built our business around long-term relationships and personal service. We work hard, but we also believe in having a friendly, comfortable office where our employees enjoy coming to work and our clients enjoy coming to see us. If you're organized, good with people, willing to learn, and looking for an opportunity where you can become an important part of a growing firm, we'd like to hear from you. Please send us your resume along with a short note telling us a little about yourself and why you think you would be a good fit for our team.

Pay:

From $23.00 per hour

Benefits:

Paid time off Retirement plan Application Question(s): Willing to be fingerprinted?

Work Location:

In person