Office Manager Administrative Assistant
hace 20 días
Riverside
Job Description The Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT. We specialize in creative tax strategies combined with sophisticated financial planning and investment management. We are seeking candidates that enjoy supporting both our internal team and our clients. This role reports directly to the CEO and assists with administration of the entire firm. Responsibilities Include: · Manage workflow by monitoring tasks and projects on a daily basis. · Ensure that deadlines are met and work is completed timely and correctly · Assist in training staff members and new hires · Implement and monitor programs as directed by management, and see the programs through to completion · Assume responsibility for maintenance of office equipment, including computers, copiers, etc. · Maintain office supplies by checking inventory and order items · Respond to questions and requests for information from clients and team members · Answer incoming calls and assume other receptionist duties. Qualifications and Skills: · Experience managing a smaller office with high volume and high touch, customer centric mentality · Proficiency in MS Office Suite (Outlook, Word, Excel, Power Point) · Interpersonal skills that extend to staff, clients and partners. · Experience using Canopy, CCH Axcess, Microsoft Suite, Copilot and other AI platforms is a plus. We are very tech focused. · Must have good organizational skills and a high attention to detail. · Ability to analyze and revise operating practices to improve efficiency through workflows and systems. The Dowling Group has been providing financial planning, tax and investment services since 1979. The right candidate should have high energy and be able to work independently as well as a part of the team. Our mission is to provide clients with seamless advice across all areas of their personal financial lives to reduce their burden and complexities. Compensation and Benefits: · Total Compensation Package: $90,000+ · Base Salary – cash compensation dependent on experience and skill set · Retirement Plan - 401(k) with employer matching · Health Insurance · Bonus · Hours – 8:45am to 5:30pm. In busy periods additional hours and some weekends will be required. Company DescriptionThe Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT. We specialize in creative tax strategies combined with sophisticated financial planning and investment management. We are a team of driven and dedicated professionals. We are looking for talented wealth advisors who thrive in a cohesive work environment and excel in client service. We offer exceptional work/life balance, independence, and the chance to work directly with a wide variety of clients. We emphasize firm culture, an inclusive attitude and current technology. The ideal candidate will be an enthusiastic, ambitious individual who possesses integrity, a strong work ethic and a desire to help others.The Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT. We specialize in creative tax strategies combined with sophisticated financial planning and investment management.\r\n\r\nWe are a team of driven and dedicated professionals. We are looking for talented wealth advisors who thrive in a cohesive work environment and excel in client service. We offer exceptional work/life balance, independence, and the chance to work directly with a wide variety of clients. We emphasize firm culture, an inclusive attitude and current technology. The ideal candidate will be an enthusiastic, ambitious individual who possesses integrity, a strong work ethic and a desire to help others.