Office Manager at DGL FINANCIAL SERVICES dba RAYMOND JAMES

Job Description:

Latest job information from DGL FINANCIAL SERVICES dba RAYMOND JAMES for the position of Office Manager. If the Office Manager vacancy in Barberton matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at DGL FINANCIAL SERVICES dba RAYMOND JAMES for the position of Office Manager below matches your qualifications.

Job Description

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Paid Health Insurance

Job Summary

We are seeking an experienced Office Manager to join our team. In this role, you will coordinate all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently. 

Responsibilities 

• Manage HR functions, including onboarding, employee records, compliance and coordination with leadership
• Maintain office policies, procedures, and operational standards
• Oversee operations to ensure client requests are met in a timely fashion
• Process Required Minimum Distributions for clients
• Assist financial advisors by making sure they maintain compliant status with their insurance licenses and Continuing Education requirements
• Process Payroll
• Pay invoices
• Enter annuity orders
• Assist with annual Compliance audits

Qualifications

• Candidates must have previous experience in a brokerage firm to be considered
• Proven ability to manage daily office operations, including scheduling, and workflow coordination required
• Understanding of office equipment, systems, and procedures
• Proficiency with CRM systems, Microsoft Office (Word, Excel, Outlook, Teams)
• Excellent time management skills and ability to prioritize multiple tasks
• Strong problem-solving skills and attention to detail
• Professional verbal and written communication skills, especially when interacting with clients
• Must demonstrate familiarity with brokerage operations and the financial services environment

Job Info:

• Company: DGL FINANCIAL SERVICES dba RAYMOND JAMES
• Position: Office Manager
• Work Location: Barberton
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Office Manager at the office Barberton above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.