Our client is an impressive RIA firm in St. Charles County, MO. They are seeking a talented individual for an Office Manager / Client Hospitality role.
- Manage the operations of the front office
- Be proactive in enhancing efficiencies of the office, including technology
- Track and coordinate continuing education and licensing for staff, including requirements and opportunities
- Keep abreast of technology and office CRM maintenance, initiating evaluations and / or training as needed
- Work with Marketing Director, helping to coordinate and participate in various firm events
- Client hospitality
Minimum 2 years experience in the financial industry.
15 days ago