Utica Capital
Office Manager / Executive Assistant Job at Utica Capital in Tulsa
Utica Capital, Tulsa, OK, US
Job Description
Job DescriptionCompany Description
We are seeking an Office Manager to join our team! You will perform administrative functions in order to drive company success.
Responsibilities:
- Ensure that paperwork is processed efficiently and follow up on outstanding items daily
- Oversee new account transfers and alert reps as new funds are made available
- Prepare client review reports
- Answer and complete routine client service items
- Open and distribute mail throughout the office
- Execute trade instructions from reps
- Provide direct client support with technology troubleshooting
- Backup client service manager with phones, welcoming, schedules as needed
- Delegate administrative responsibilities
- Lead office and provide team support
Qualifications:
- Previous experience in office administration around financial industry
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Solid organizational skills
- Proficient in Windows OS and Microsoft Office
We are seeking an Office Manager to join our team! You will perform administrative functions in order to drive company success.
Responsibilities:
• Ensure that paperwork is processed efficiently and follow up on outstanding items daily
• Oversee new account transfers and alert reps as new funds are made available
• Prepare client review reports
• Answer and complete routine client service items
• Open and distribute mail throughout the office
• Execute trade instructions from reps
• Provide direct client support with technology troubleshooting
• Backup client service manager with phones, welcoming, schedules as needed
• Delegate administrative responsibilities
• Lead office and provide team support
Qualifications:
Previous experience in office administration around financial industry
Ability to prioritize and multitask
Excellent written and verbal communication skills
Strong attention to detail
Solid organizational skills
Proficient in Windows OS and Microsoft Office
Responsibilities:
• Ensure that paperwork is processed efficiently and follow up on outstanding items daily
• Oversee new account transfers and alert reps as new funds are made available
• Prepare client review reports
• Answer and complete routine client service items
• Open and distribute mail throughout the office
• Execute trade instructions from reps
• Provide direct client support with technology troubleshooting
• Backup client service manager with phones, welcoming, schedules as needed
• Delegate administrative responsibilities
• Lead office and provide team support
Qualifications:
Previous experience in office administration around financial industry
Ability to prioritize and multitask
Excellent written and verbal communication skills
Strong attention to detail
Solid organizational skills
Proficient in Windows OS and Microsoft Office
Company Description
We are seeking an Office Manager to join our team! You will perform administrative functions in order to drive company success.\r\n\r\nResponsibilities:\r\n\r\n• Ensure that paperwork is processed efficiently and follow up on outstanding items daily\r\n• Oversee new account transfers and alert reps as new funds are made available\r\n• Prepare client review reports \r\n• Answer and complete routine client service items\r\n• Open and distribute mail throughout the office\r\n• Execute trade instructions from reps\r\n• Provide direct client support with technology troubleshooting\r\n• Backup client service manager with phones, welcoming, schedules as needed\r\n• Delegate administrative responsibilities \r\n• Lead office and provide team support\r\n\r\nQualifications:\r\n\r\nPrevious experience in office administration around financial industry\r\nAbility to prioritize and multitask\r\nExcellent written and verbal communication skills\r\nStrong attention to detail\r\nSolid organizational skills\r\nProficient in Windows OS and Microsoft Office