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CC
Comprehensive Consulting Corporation
Financial Service Administrative Manager-Part Time
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Manager (General)
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Scorecard
Based on California data
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What they do
A Financial Manager directs and plans the financial activities of a company or organization. Prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.
$168,065 / year median in California
-4% projected decline
Job Description
Our tax and financial planning small business firm is seeking a Financial Service Administrative Manager for a year-round, part time position with seasonal full-time hours.
Key Responsibilities Financial Services:
- Complete and process client financial forms and paperwork.
- Review forms for accuracy, required information and signatures.
- Track submitted paperwork and follow up on outstanding items.
- Assist with new accounts, transfers, distributions, beneficiary changes and account updates.
- Communicate with clients, the advisors and broker-dealer regarding paperwork and follow up.
- Ability to pass background check & willingness to take Securities Industry Essential exam to complete financial planning forms
Office Manager:
- Manage the day-to-day operations , including front desk activities, scheduling appointments
- Maintain and update office calendars, ensuring efficient scheduling of appointments and meetings.
- Handle phone systems, including answering calls, taking messages, and directing inquiries to the appropriate staff members.
- Organize and maintain physical and electronic files, ensuring accurate record-keeping and easy retrieval of information.
- Demonstrate excellent phone etiquette and customer service skills when interacting with clients, staff, and external sales.
- Collate and mail out tax returns Tax Season Support During tax season, the office manager will provide administrative support, including
- Assisting with tax office workflow and client communication
- Collating and assembling completed tax return
- Obtaining required signatures & preparing completed returns for client delivery and mailing. Tax preparation experience is not required What we are looking for:
- Previous experience in financial services, banking or insurance a plus
- Strong organizational skills with the ability to multitask and prioritize tasks effectively.
- Proficient in Microsoft Office software & comfortable learning new software.
- Excellent communication skills, both verbal and written.
- Financial services, banking, insurance experience a plus but not required.
Schedule:
February-April :
Monday-Friday 9:00am-5pmMay:
Monday-Friday 9:00am-1:00pmJune-August:
Monday-Thursday 9:00am-1:00pmSeptember-January:
Monday-Friday 9:00am-1:00pmJob Type:
Part-time Pay:
$22.50- $27.