Career Opportunity

You’re tired of simply clocking hours at work, waiting for five o’clock and repeating the same tasks day after day until you’ve finally earned a vacation.  Is this how you want to spend two-thirds of your waking life?

Choose to make a difference in the lives of others.  I hear repeatedly from our team members - “we love working with our clients”.  Each day, we are privileged to provide a positive impact in the lives of families.  

Our current office manager is moving forward to start her own business.  We applaud her ambition and celebrate the exceptional person she is, to take on the rigors of owning her own enterprise.

Her opportunity, might have provided you, with your new opportunity.

As our office manager, you would manage a continuous flow of new responsibilities and see that ongoing tasks are completed with total accuracy.  

A solid character, principled by values, honesty and a solid work ethic is a must.

Here is an outline of what this position entails:

Office Manager

This organized person must efficiently take charge of running an investment office, prioritizing the completion of multiple tasks simultaneously.

The most important characteristic of this person is to engage pleasantly and professionally with clients and advisors to assist in the retention and growth of our client base.

Here's a list of some of the daily tasks and FAQs:

  • Client Communication
    • Field incoming phone calls/emails
      • Appointment Requests
      • Service Requests
    • Make outgoing calls
      • Appointment Requests
      • Service Requests
    • CRM (Client Relationship Management) Database/E-mail management/Updating
    • Schedule Appointments/Calendar Control
      • New Clients
      • Reviewing Clients
      • Venders – Business Relationships
    • Written Correspondence
      • New Clients
      • Reviewing Clients
      • Venders – Business Relationships

 

  • Process Applications/Service Requests
    • Research and Documentation
      • Client Forms
      • Follow-up
      • Problem Solving
    • Company Vender Communications
      • Forms
      • Follow-up
      • Problem Solving
  • Compliance Documentation
    • Insurance
    • Securities
      • Regulatory
    • Asset Management/Advising
      • Regulatory
  • File Management (Electronic)
    • Insurance
    • Securities
    • Asset Management/Advising
  • Appointment Preparation
    • Reports
    • Statements
    • Pre-filling Forms
    • Client Preparation
  • Appointment Completion
    • Filing Notes
    • Electronic (mp3) Dictation
    • Form Submissions to venders
    • Client Follow-up.
  • Office supply procurement
    • Inventory Control
    • Inventory Purchases
  • Documentation/Manual Creation
  • Office Space Management
    • Light housekeeping
  • Expectations of acquiring additional certifications
    • Notary
      • Immediately
    • SIE - Securities Industry Essentials Examination
    • Series 6 - Investment Company Products/Variable Contracts Representative Examination
    • Series 63 - Uniform Securities Agent State Law Examination

Schedule:

  • Monday – Thursday:  8:30am – 5:00pm (half-hour lunch: 12:30-1:00),
  • Fridays: 8:30am – 12:30pm
  • 36 Hours per week.
  • Paid Federal Holidays & Traditional Market ‘closed’ days (i.e. Martin Luther-King, Presidents)
    • Memorial Day & Labor Day are four-day holidays (Fridays are paid in addition to the following Monday)
  • Paid Christmas Break – Historically Christmas Eve through January 1st.
  • Vacation Days to be negotiated.   

Pay is based upon education and past employment experience.

Letters of interest and resumes should be forward to: mark@financialoscopy.com 

 

Mark Bertrang and some "emotional" friends working virtually during the "Pan-Damn-It".

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Bertrang Financial Corp. | 1401 Main Street, Suite #101, Onalaska, WI 54650-2837 | Phone: 608 782-5433 | Fax: 608 782-1329 | Sitemap
Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2021
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