Office Manager | Atlanta, Georgia

Reference Number: KL6746
Location: Atlanta, Georgia

Judson Group has been retained by a well-respected Wealth Management firm in Atlanta in the search for an Office Manager. This individual will be a key member of the firm’s team and will oversee all daily operations within the office.

The ideal candidate has strong organizational skills, get-it-done mentality, knowledge of the operations process in the RIA environment, and the ability to be a strategic thought leader and drive change to ensure the firm is well-run.

Responsibilities:

  • Responsible for the daily execution of operations, including oversight of business processes for new account opening, client reporting, and private investments.
  • Manage client meeting set up, calendars, budgets, and various forms of communication.
  • Oversee technology resources and processes as they pertain to the client experience and operations.
  • Manage all new and existing vendor relationships.
  • Manage client experience operations metrics and key performance indicators to ensure efficiency and productivity.
  • Evaluate, design, and enhance the client experience through long-term strategic initiatives and recommendations.
  • Implement new processes and procedures to increase operational efficiency day-to-day.

Requirements:

  • 3+ years of operational experience within a wealth/investment setting highly desired.
  • 1+ experience leading and inspiring successful teams.
  • Bachelor’s degree required.
  • Experience using Microsoft products and Salesforce required.
  • Knowledge of basic financial services operational functions, terminology, and software.
  • High degree of customer service, confidentiality and urgency.

Compensation:
Competitive base salary and benefits

Location:
Atlanta, Georgia

Reference Number: KL6746

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