Whatsapp
Posted : Wednesday, January 24, 2024 05:10 PM
Business Manager
Grass Valley, CA Office (Full-Time)
Description
The Business Manager wears many hats and plays a critical role in the daily administrative functioning of our financial services firm.
With responsibility for the day-to-day administrative duties of the firm’s two office locations, the Business Manager supports the CEO, manages a dynamic CRM and calendar, interfaces with clients and vendors nationwide, maintains procedures and records and possesses an ability to problem solve.
Professional manner, strong work ethic, dependability and strong follow-through are vital traits for this position.
This position has a large focus on marketing and event coordination, social media management, website maintenance and executing the marketing plan.
Responsibilities & Activities Administration: • Manages CRM data/scheduling and guides consistency among staff • Communicates meetings and appointments with staff and clients • Supports CEO and other team members with administrative tasks • Manage staff meetings and retreats • Manages client annual review process • Documents and manages projects and priorities • Client interface including daily incoming client phone calls, emails, texts and mail • Develop and maintain written systems of all activities • Greet clients and prospective clients, virtually and in person, in a friendly and sincere manner • Handle/route incoming telephone calls • Send periodic client correspondence • Perform other duties as assigned Marketing: • Oversees event planning, preparation, and follow-up (virtual and in person) • Manage multiple marketing functions including social media and website maintenance • Creates compelling advertisements for web and print media • Maintains accurate marketing lists and meets compliance requirements • Manages periodic publications • Coordinate client gifts and acts of kindness for life events Compliance: • Ensure office meets compliance standards, maintains inspection process • Oversees record keeping/reporting and retention • Oversees internal audits Required Knowledge, Skills, & Abilities • An “own it” attitude and a positive outlook on challenges • An ability to interface professionally and build strong rapport with staff and clients • An ability to adapt, work well and thrive on a high performing team • Experience with social media and growing follower base • Experience with and affinity for marketing • Basic video editing/production (YouTube) • Comfortable with and experience with working with IT vendors • Positive, helpful attitude and an exceptional client service orientation • A strong focus on getting the details right • Strong Microsoft Office Suite skills • Strong verbal, written, presentation, and interpersonal communication skills • Strong ability to problem solve individually and with the team • A genuine interest in serving and caring for other people • Excellent organizational and time management skills and ability to multi-task • Professional demeanor • Ability to type 50 wpm • Ability to be a consistent, dependable and reliable team player Preferred Knowledge, Skills, & Abilities • Interest in and knowledge of financial markets and investment securities • Previous marketing, social media and event planning experience • Possesses a creative ability for creating promotional material • BA/BS degree from an accredited institution About King Wealth Planning King Wealth Planning, Inc.
is a professional, values driven and people oriented environment.
We have offices in Grass Valley and Silicon Valley, California and are committed to the highest standards of integrity.
We provide comprehensive wealth management solutions to our clients.
We are affiliated with LPL Financial Services.
King Wealth Planning offers competitive pay, bonuses, 401K, health benefits, LegalShield, and a positive culture with amazing people, If you are seeking a rewarding opportunity in a company that upholds ethics and values, King Wealth Planning is the right place for you! We look forward to receiving your cover letter, resume and salary expectation.
_____________________________________________________________________________________ Email and attach a cover letter and a resume with salary requirement to KWP@kingwealth.
com.
Salary commensurate with experience.
URL: https://www.
kingwealth.
com
With responsibility for the day-to-day administrative duties of the firm’s two office locations, the Business Manager supports the CEO, manages a dynamic CRM and calendar, interfaces with clients and vendors nationwide, maintains procedures and records and possesses an ability to problem solve.
Professional manner, strong work ethic, dependability and strong follow-through are vital traits for this position.
This position has a large focus on marketing and event coordination, social media management, website maintenance and executing the marketing plan.
Responsibilities & Activities Administration: • Manages CRM data/scheduling and guides consistency among staff • Communicates meetings and appointments with staff and clients • Supports CEO and other team members with administrative tasks • Manage staff meetings and retreats • Manages client annual review process • Documents and manages projects and priorities • Client interface including daily incoming client phone calls, emails, texts and mail • Develop and maintain written systems of all activities • Greet clients and prospective clients, virtually and in person, in a friendly and sincere manner • Handle/route incoming telephone calls • Send periodic client correspondence • Perform other duties as assigned Marketing: • Oversees event planning, preparation, and follow-up (virtual and in person) • Manage multiple marketing functions including social media and website maintenance • Creates compelling advertisements for web and print media • Maintains accurate marketing lists and meets compliance requirements • Manages periodic publications • Coordinate client gifts and acts of kindness for life events Compliance: • Ensure office meets compliance standards, maintains inspection process • Oversees record keeping/reporting and retention • Oversees internal audits Required Knowledge, Skills, & Abilities • An “own it” attitude and a positive outlook on challenges • An ability to interface professionally and build strong rapport with staff and clients • An ability to adapt, work well and thrive on a high performing team • Experience with social media and growing follower base • Experience with and affinity for marketing • Basic video editing/production (YouTube) • Comfortable with and experience with working with IT vendors • Positive, helpful attitude and an exceptional client service orientation • A strong focus on getting the details right • Strong Microsoft Office Suite skills • Strong verbal, written, presentation, and interpersonal communication skills • Strong ability to problem solve individually and with the team • A genuine interest in serving and caring for other people • Excellent organizational and time management skills and ability to multi-task • Professional demeanor • Ability to type 50 wpm • Ability to be a consistent, dependable and reliable team player Preferred Knowledge, Skills, & Abilities • Interest in and knowledge of financial markets and investment securities • Previous marketing, social media and event planning experience • Possesses a creative ability for creating promotional material • BA/BS degree from an accredited institution About King Wealth Planning King Wealth Planning, Inc.
is a professional, values driven and people oriented environment.
We have offices in Grass Valley and Silicon Valley, California and are committed to the highest standards of integrity.
We provide comprehensive wealth management solutions to our clients.
We are affiliated with LPL Financial Services.
King Wealth Planning offers competitive pay, bonuses, 401K, health benefits, LegalShield, and a positive culture with amazing people, If you are seeking a rewarding opportunity in a company that upholds ethics and values, King Wealth Planning is the right place for you! We look forward to receiving your cover letter, resume and salary expectation.
_____________________________________________________________________________________ Email and attach a cover letter and a resume with salary requirement to KWP@kingwealth.
com.
Salary commensurate with experience.
URL: https://www.
kingwealth.
com
• Phone : NA
• Location : Cedar Ridge,CA
• Post ID: 9056701377
