The Position:
Both Phoenix Tax and Bala Financial are operated from the same location. We are looking for an experienced, technically inclined Office Manager to add to our administrative team.
The successful applicant will be reliable and hard working with extreme attention to detail, a client focused attitude, and the ability to see the big picture and how their role contributes to the overall success of our firm. An impressive ability to multi-task, the desire to be proactive, an upbeat personality, and excellent computer and phone skills are a must. Thriving under pressure is a necessity.
Some job tasks include:
Overseeing general and back office operation and overall look and feel
Greeting visitors, answering a high-volume of incoming phone calls and delivering world-class service to our customers.
Coordinating a heavy volume of appointments and meetings and managing multiple staff calendars and schedules
Setting and managing office procedures
Delegating assignments to ensure maximum productivity
Coordinating domestic and international travel, including flight, hotel, and car rental reservations
Creating and executing workflows in our CRM for enhanced team communication
Heavy volume of mail and overnight packages.
Producing reports, composing correspondence, and drafting new contracts
Creating presentations and other management-level reports
Organizing client events
Assisting the owner with additional projects including personal assistant duties
Qualifications:
Previous experience in administrative services; tax or financial services office experience a plus
Strong organizational skills and attention to detail
Ability to prioritize and multi-task
Deadline and detail oriented
Strong leadership qualities
Bookkeeping knowledge helpful
Ability to create reports using Excel or Sheets using formulas and pivot tables
Please note, our office is two stories and the position will require climbing stairs while carrying supplies, often multiple times a day.
Job Type: Full-time
Salary: $22 - $25 per hour
Expected hours: 40 – 45 per week
Benefits:
401(k)
Health insurance
Schedule:
8 hour shift
Monday to Friday
Weekends as needed
Application Question(s):
Are you willing to submit to a pre-employment background check?
Experience:
Management: 1 year (Preferred)
Investment: 1 year (Preferred)
Tax office: 1 year (Preferred)
Ability to Commute:
Phoenixville, PA 19460 (Required)
Ability to Relocate:
Phoenixville, PA 19460: Relocate before starting work (Required)
Work Location: In person
