Careers

Part-Time Office Manager | 401(k), Health Insurance, Hybrid, PTO, CE

 Mendel Money Management, Inc. – Northbrook, IL 60062 

Apply On Indeed

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 

Apply On Indeed