Career Story: Office Manager And Co-Owner Of A Financial Planning Boutique

Office Manager And Co-Owner Of A Financial Planning Boutique

Job Title: Office Manager

Type of Company: I work for a certified financial planner.

Education: BS, Education, University of Maine at Orono

Previous Experience: I started off as a receptionist for a small manufacturing company and was promoted to Customer Service Manager. I left there after six years, but worked in customer service management for 11 years all told before shifting to in-call service management for another five. I have worked with my husband in his financial planning practice for the past seven years.

Job Tasks: I am responsible for making sure our practice is FINRA-compliant, that the computer systems are up-to-date, that our business operations are flowing smoothly, and I do all of the accounting (accounts payable & receivable). On an average day, I do the case preparation for client appointments (pulling certain reports from our computer systems), write client letters as a follow up to meetings, and input data into our financial planning software.

Best and Worst Parts of the Job: I love the fact that my husband and I work for ourselves. It allows us flexible schedules that depend on our work load and client appointments for the week. We are able to vacation much more than if we worked for someone else. With today's technology, we are able to go away and still meet our clients' needs via email and phone. I actually love performing my job. My responsibilities are a great match to my skills.

Job Tips: I would strongly suggest working for a small company to start. You are able to see all the different components that make a business run. If you work for a large company, you may only see the operations of your department. Small companies pay less, but you will learn so many different facets of a company and can get hands-on experience doing many different things. This will help you determine what your strengths and preferences are for future positions.

Additional Thoughts: I was able to easily slide into my current role because of my experience doing past jobs. I didn't need to understand the financial industry before taking on my current one. My organizational skills combined with my ability to multi-task and my knowledge of computers made my transition into my current job easy.

If you end up working closely with someone, make sure you are work-compatible. Are they easy to get along with and do they pull their weight? My husband and I work very well together because he respects what I do. My job responsibilities are things he doesn't like to do himself. By working in our own business, we are truly making a difference in our company.

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