Office Manager at DGL FINANCIAL SERVICES dba RAYMOND JAMES

Position	Office Manager
Posted	30 May 2026
Expired	29 Jun 2026
Company	DGL FINANCIAL SERVICES dba RAYMOND JAMES
Location	Barberton \| US
Job Type	Full Time

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.

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