Careers
Part-Time Office Manager | 401(k), Health Insurance, Hybrid, PTO, CE
Mendel Money Management, Inc. – Northbrook, IL 60062
Join our team as Office Manager for rapidly growing RIA
We need a dynamic professional to join our personalized financial planning and investment advisory team. Our objective is simple: to provide our clients with successful wealth strategies through objective advice and personalized service. We foster an environment that attracts forward-thinking individuals who are tech-savvy and have a deep conviction for client service and building long lasting relationships.
Are you a highly motivated Office Manager (OM) who can thrive in our client-focused, team-centered firm by assisting our advisors, clients, and operations/service team? And are you organized, attend to all the details, rock on the computer, and a people person?
Our OM will create trust and connection with clients and anticipate advisors’ needs. Efficiency, integrity, and thinking on your feet will ensure that our OM optimizes our work-life relationship with all our clients, vendors, and operational teammates.
To apply for this position, please submit your resume here: https://tinyurl.com/mrxxr3w7
Responsibilities
- Respond to routine client requests
- Record client inquires in CRM
- Meet regularly with Wealth Advisor team to prioritize workload, provide timely updates on client service items and escalate potential issues when appropriate
- Manage updates of company CRM client data
- Manage vendor relationships
- Assist with internal compliance documentation and data gathering
- Answer main phone line and direct calls
- Greet visitors and provide hospitality
- Manage office operations including mailings, supplies, and general support of small office
- Prepare billing reports
- Bookkeeping
- Document client meeting notes and ensure that follow up tasks are completed
- Assist with the creation and distribution of marketing materials
- Prepare client meeting materials
- Manage outsourced vendors and other relationships
To apply for this position, please submit your resume here: https://tinyurl.com/mrxxr3w7
Skills Desired in this role
- Practical knowledge of Microsoft Excel and a CRM
- Quickbooks or similar accounting platform
- Workflow and Task management
- Team player and critical thinker who is willing to contribute to a family business in a collaborative and dynamic environment.
- Working understanding and passion of financial markets
- Act with integrity and respect in all situations
Benefits
- Salary $40K (with bonus potential!)
- Hybrid work schedule – 3 days on site/in office with one flex/remote day. Total of 32 hours per week
- 10 national holidays and 2 weeks paid time off
- Employer Provided Healthcare
- 401(k) and Profit-Sharing Plan with significant employer contributions annually
- Annual stipend for technology usage
- ½ mile walk to Metra
To apply for this position, please submit your resume here: https://tinyurl.com/mrxxr3w7
Job Type: Part-time
Salary: $40,000.00 per year
Expected hours: 32 per week
Benefits:
- 401(k)
- Employee discount
- Flexible schedule
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
Schedule:
- No nights
- No weekends
Work Location: Hybrid remote in Northbrook, IL 60062