The Purpose of the Role

The Office Manager supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff. You will be responsible for maintaining all office standards in an effective and efficient manner to ensure the District office runs smoothly. As a key member of our Field support staff, you will assist in:

• Onboarding and training new Advisors and support staff
• Managing District operations
• Promoting a world-class client experience

Responsibilities include:

• Assist the District Advisor with recruiting, hiring, and onboarding activities of new Advisors and administrative staff
• Coordinate and document required licensing, continuing education, and annual training requirements for Advisors and administrative personnel
• Ensure all new support staff receive new hire and ongoing admin training
• Work with the District Advisor to maintain a marketing events calendar and plan
• Manage District bookkeeping responsibilities, office communications procedures, and record-keeping requirements for Compliance purposes
• Coordinate office equipment hardware/software and system upgrades; provide training to District personnel on computer usage best practices
• Observe all state and federal employer requirements and First Command procedures related to hiring and termination of employees and independent contractors.

Posted 8 days ago