Job summary:
The Office Manager is administrative position that focuses on managing front and back-office operations, client onboarding, document preparation, system and data maintenance, meeting preparation, meeting follow up, and process tracking.
Qualifications:
The Office Manager position requires the following qualifications:
· Bachelor’s degree from an accredited college or university.
· Proficiency with Microsoft® Word, Excel, PowerPoint, and Outlook.
· General understanding of and interest in personal finance topics.
· Highly organized and comfortable working with numbers.
· Strong attention to detail.
· Excellent customer service and communication skills.
Salary and benefits:
Salary and benefits are competitive based on industry standards and experience level.
Why join an independent registered investment advisor firm?
The independent registered investment advisor industry is a rapidly growing segment of the financial services industry. Independent registered investment advisors are able to focus on individual client relationships without the burden of undue bureaucracy and red tape that is present in many non-independent firms. Registered investment advisors are free to structure their firms in ways that are uniquely tailored to providing the best service to their specific client base.
Why join Prairiewood Wealth Management?
Prairiewood Wealth Management is a registered investment advisor with a mission to help each of our clients keep more of what they make, make more with what they have, and create a legacy that will last beyond their lifetimes. By working at Prairiewood, you get the opportunity to make a difference in clients lives by supporting our high-quality service approach. Prairiewood was founded on six pillars.
· Fiduciary duty: Prairiewood is an independent registered investment advisor that is legally held to a fiduciary duty requiring us to put our clients’ interests first at all times.
· Fee-only: Prairiewood is a fee-only firm which means we avoid all conflicts of interest inherent in commission-based compensation.
· Independent: Prairiewood is fully independent which means we have flexibility to serve our clients in the way that is best for them.
· Highly qualified: Prairiewood has a highly qualified team of professionals. Our family CFOs must have either a CPA, CFP, or CFA designation which ensures we provide high quality service to our clients.
· Tax integrated planning: Prairiewood provides comprehensive wealth management services and integrates tax planning throughout the process since nearly all financial decisions have tax implications.
· Generational service: Prairiewood is committed to hiring and training the next generation of qualified advisors so that we can be the last wealth management firm our clients will ever need.
What are the benefits of working for Prairiewood Wealth Management?
Prairiewood provides an attractive work environment for our employees in the following ways:
· No products to sell: Prairiewood does not sell proprietary products. We are completely free to recommend what is best for our clients.
· Service Focused: Prairiewood advisors are paid for serving the firm’s clients rather than bringing in new clients. Our goal is for our advisors to spend most of their time serving our current and prospective clients well rather than focusing their time on bringing in new clients of their own.
· Team based: Prairiewood uses a team-based approach which ensures each employee has our experienced team of highly qualified professionals to support them as they serve clients.
· Strong relationships: Prairiewood serves as the family Chief Financial Officer (CFO) for our clients which leads to deep and long-lasting relationships with clients.
What characteristics are necessary to succeed at Prairiewood Wealth Management?
Successful Prairiewood employees are committed to putting our clients first, are highly organized, have a sense of urgency in completing their work, feel personally responsible for fulfilling commitments, have an internal drive to continuously develop professional skills, are strong (and timely) communicators, and enjoy working together as a team to serve clients.
Next steps:
Our employees and our clients are our greatest assets. If you are interested in learning more to see if you may be a good fit, please review our Careers page at pw-wm.com/careers/ or apply online through Indeed. We look forward to connecting with you!
Job Type: Full-time
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Ability to Relocate:
- Fargo, ND 58104: Relocate before starting work (Required)
Work Location: In person
