Practice Manager Job at Dean Wealth Partners, Austin, TX

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  • Dean Wealth Partners
  • Austin, TX

Job Description

Job Title: Practice/Office Manager

Location: 7200 North MoPac Expressway, Ste. 140, Austin TX 78731

Term: Full-Time with an initial onboarding and evaluation period

Salary/Rate: Salary is dependent upon several factors, including education and experience. Will range between $55,000 to $75,000 per year including base salary and bonuses. Employer does not currently provide benefits such as health insurance. Paid time off is accrued over time. 

How to apply: Submit an email expressing interest to [email protected]

About us:

Dean Wealth Partners is an independent financial firm. The firm manages clients’ financial lives and investments to help clients achieve financial independence. Every day you will be involved with making the office run efficiently and smoothly. 

Mission Statement: Team & Communication: Timely, Intuitive, and Proactive.

About the Role:

As the Business Owner’s primary point of coordination, you will need to be very detail-oriented, a great communicator, and a great note taker. You will be an initial and ongoing point of contact for clients, which includes answering incoming calls, reviewing emails, and managing calendars for client appointments. You will handle administrative tasks such as: HR duties, payroll, and vendor management (initial communication, paying invoices, managing office supplies, etc.). You will need a basic understanding of technology and be willing to learn the firm’s preferred programs, which include a task manager and Client Relationship Manager. You will be asked to be proactive and timely in completing tasks assigned to you, which will include tracking the progress of those tasks from initiation to completion. Our ideal candidate will enjoy and have a passion for helping clients make better financial decisions to have the flexibility and options to achieve the most important things they want to accomplish in their lives. 

Job Tags

Full time,

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