About G Financial Group
G Financial Group was established from a unique collaboration between Gerald Grant, Jr., a financial services expert with over 25 years of industry experience, and his son, Gerald Grant III, whose innovative insights bring a fresh approach. Recognizing the power of combining seasoned expertise with new perspectives, the two generations joined forces to bridge the gap across multiple generations of clients. Together with their dedicated team, Gerald Jr. and Gerald III are helping clients nationwide build wealth designed to last generations.
With offices in Miami and Washington, DC, G Financial Group serves clients across the U.S., catering to affluent individuals as well as everyday working Americans. Their clients include retirees, business professionals, attorneys, business owners, athletic coaches, and athletes—all benefiting from services such as retirement planning, college funding, estate planning strategies, wealth management, and risk management. Known for their commitment to comprehensive planning and client education, G Financial Group empowers clients to gain confidence in navigating complex financial matters. They are trusted allies in building financial security and wealth, and they operate on the belief that “Today is the first day of the rest of your life.” While the past can't be changed, G Financial Group crafts customized plans to help clients shape a more prosperous future.
About the Role
We are seeking a highly organized, proactive, and detail-oriented Office Manager to join our team. The ideal candidate will be responsible for ensuring smooth day-to-day operations, recruiting top talent, and supporting the execution of the company's strategic goals. This role requires excellence in operational management, leadership, and communication. As an Office Manager, you will play a crucial role in fostering a positive and productive workplace, aligning with G Financial Group's mission, values, and vision.
Ideal Candidate Profile
The ideal Office Manager for G Financial Group possesses the following attributes, skills, and values:
Attributes
- Excellence: Strives for high standards in all aspects of work.
- Consistent: Maintains reliability and consistency in performance and behavior.
- Accountable: Takes responsibility for actions and outcomes.
- Caring: Demonstrates empathy and concern for team members and clients.
- Decisive: Makes informed decisions quickly and effectively.
- Efficient: Manages time and resources effectively to maximize productivity.
- Team Player: Works collaboratively with others, valuing team success over individual achievements.
- Intentional: Acts with purpose and focus, aligning actions with goals.
- Innovative: Embraces change and seeks out new ways to improve processes and outcomes.
- Driven: Highly motivated to achieve goals and exceed expectations.
- Patient: Maintains composure and persistence in challenging situations.
- Passionate: Shows enthusiasm and dedication to the financial services industry and client success.
Skills
- Operational Management: Strong ability to oversee and improve daily operations.
- Recruitment and Onboarding: Expertise in attracting, hiring, and onboarding top talent.
- Leadership: Capable of leading and motivating a team, fostering a positive work environment.
- Communication: Excellent verbal and written communication skills.
- Problem-Solving: Effective at identifying issues and developing solutions.
- Technology Proficiency: Comfortable using industry-specific tools and software.
- Project Management: Skilled in managing projects, timelines, and deliverables.
- Financial Acumen: Basic understanding of financial principles and practices.
- Adaptability: Able to adjust to changing environments and priorities.
Values
- Integrity: Adheres to the highest ethical standards in all actions.
- Client-Centric: Puts clients' needs and interests first.
- Commitment to Excellence: Dedicated to providing the best possible service and outcomes.
- Continuous Improvement: Always seeking ways to grow and improve professionally.
- Collaboration: Values teamwork and the collective success of the organization.
What We Offer
- Competitive Salary: Ranging from $70,000-$75,000
- Health, Vision & Dental Insurance: Comprehensive coverage to ensure the well-being of our employees and their families.
- Paid Time Off: Generous leave policies including personal time off and sick days to support work-life balance.
- Quarterly Performance Bonuses: Incentives based on performance to reward and motivate employees.
- Professional Development: Opportunities for personal finance development, leadership training, industry certifications, and learning from industry-leading advisors.
- Work Environment: A family-oriented, fast-paced, and highly driven team with a desire to achieve excellence in all areas. We offer a hybrid work schedule once the team member is fully trained and functional.
Qualifications
- Proven experience as an Office Manager or in a similar administrative role.
- Excellent organizational and leadership skills.
- Strong written and verbal communication abilities.
- Proficiency in office management software and tools.
- Ability to manage multiple priorities and projects simultaneously.
- Degree in Business Administration or a related field is preferred.
Pre-Employment Requirements
- Criminal Background Check
- High school diploma or GED and at least six (6) years office or related experience providing administrative support, coordinating functions of an office or department and have management experience supervising other staff.
- Will be required to pass the SIE and Series 6 exam within the first 6 months of employment.