Office Manager

Job Responsibilities

• Answer incoming phone calls for the main Stratos home office line, routing them to the appropriate party or taking messages to provide to the appropriate party, in a timely manner.
• Greet clients that visit the office and offer refreshments, as appropriate.
• Manage conference room scheduling and coordinate on-site meetings, including the ordering and set-up of beverages & meals, for attendees.
• Prepare, implement, and maintain office policies and procedures; adhere to the Stratos mail and client check policy, depositing client checks as needed, and ensuring all advisors are following the policy, adhering to regulatory standards and guidelines.
• This includes depositing checks digitally to multiple custodians.
• Keep the office and building organized and operating efficiently. This includes working with third-party building vendors, ordering supplies, and communicating with Staff and Advisors on a regular basis to support ordering & supply needs.
• Open and close the office daily. Opening includes: preparing operational, service, and common areas to be ready for use before 9am. Closing includes: ensuring all operational, service, and common areas are clean and the building is secured.
• Develop and update processes, procedures, and checklists, as needed, for front-desk coverage.
• Provide continuous training for back-up support on front-desk responsibilities.
• Work with multiple custodians on new account processing & facilitation of Stratos-required forms.
• Maintain accurate and up-to-date client information and records, in support of Operational functions.

Regulatory Compliance

• Ensuring adherence to all applicable regulations and procedures.

Skills And Required Competencies

• Strong attention to detail & accuracy
• Excellent organizational and time management skills with the ability to prioritize work efficiently
• Proficient in Microsoft Office Suite and other relevant software
• Excellent communication and people skills
• Positive, can-do attitude with willingness to learn and grow within the organization

Minimum of 1-2 years’ Experience in financial and/or banking industry, preferred

Ability to work under pressure & meet deadlines