Why work with us?

We believe our employees are our greatest asset and are dedicated to creating a positive and supportive work environment where everyone can thrive. In this role, you will have the opportunity to make a real impact as you help us to optimize our financial performance and achieve our long-term goals. We offer ongoing training and development opportunities, as well as competitive compensation and benefits packages, including flexible work arrangements, to ensure that our employees have a healthy work-life balance. We are confident that you will find this a rewarding and fulfilling opportunity and look forward to supporting you in your career growth with us.

Personal Professional & Financial Goal Setting

At our company, we believe that personal, professional, and financial goal-setting is an essential aspect of career development and success. As an Office Manager, you will have the opportunity to set and work towards specific goals that align with your personal and professional aspirations.

We offer a range of resources and support to help you achieve your goals, including regular check-ins with your manager, access to training and development opportunities, and a supportive work environment. By setting and working towards your goals, you will have the opportunity to grow and advance in your career and achieve financial success.

In addition to supporting your personal and professional goals, we are committed to helping you achieve your financial goals. We offer competitive compensation and benefits packages, including performance-based bonuses and 401(k) matching, to help you build financial stability and security.

We believe that goal setting is an essential part of career success and are committed to supporting our employees in achieving their personal, professional, and financial goals.

Core Values

• Inspirational
• Disciplined
• Accountable
• Transparent
• Aligned
• Results Orientated

Mission Statement

“We help small businesses scale by using financial frameworks that decrease taxes and increase cash flow”.

Vision Statement

We will impact 3,500 small businesses all over the United States, Create 150 opportunities for team members, and generate $100,000,000 in annualized revenues over the next 10 Years

The Problem

Our company is seeking an experienced and analytical Office Manager to join our team and help Manage and oversee all aspects of remote office operations. With more than 200 clients, Secure Plus Financial is facing increasing demands and challenges, and we need a skilled and motivated professional to help us meet these challenges head-on.

The problem is that our company is experiencing exponential growth and we need a capable Office Manager to help us manage the increasing workload. We are looking for an individual with strong analytical skills, attention to detail, and excellent communication abilities to take on this critical role. If you are a motivated and capable professional with a passion for financial management, we encourage you to apply for this

The Opportunity

At Secure Plus Financial, you will have the opportunity to work with a talented and dedicated team of professionals and gain exposure to cutting-edge tools and resources to help you succeed. With a supportive and collaborative work environment, you will be able to develop your skills, advance your career, and make a positive impact in the lives of small businesses across the United States

Our Services

• Tax Planning
• Tax Implementation
• Tax Resolution
• Tax Preparation
• Accounting
• Loan Consulting
• Chief Financial Officer Services

Your Responsibilities:

· Develop SOPs: Create clear and concise Standard Operating Procedures for all departments in the firm, including accounting, tax preparation, client onboarding, client management, sales and marketing, and business development. Ensure that SOPs are up-to-date and are followed by all departments.

· Define KPIs: Develop Key Performance Indicators for each department that accurately measure the performance and efficiency of each department. Ensure that KPIs are aligned with the firm's goals and objectives.

· Monitor Performance: Monitor the performance of each department on an ongoing basis, using KPIs and other metrics. Provide regular feedback to the CEO on departments on their performance and areas for improvement.

· Collaborate with Departments: Collaborate with each department to ensure that SOPs and KPIs are effective and efficient. Ensure that departments are trained on SOPs and KPIs and are following them consistently.

· Document Processes: Document all processes and procedures in each department, including accounting, tax preparation, client management, sales and marketing, client success and business development. Ensure that all processes are well-documented and easily accessible to all departments

· Training: Develop and implement training programs for all departments to ensure that they are properly trained on SOPs and KPIs and are able to follow them consistently. Ensure that training programs are regularly updated to reflect changes in the business.

· Hiring Processes: Manage and improve the firm's hiring processes, including job postings, resume screening, interviewing, and candidate selection. Ensure that hiring processes are efficient, effective, and aligned with the firm's values, Vision and Mission.

· Communication: Work with managers to ensuring that clients are kept informed of relevant information, including updates, news, and important deadlines.

· CRM: Manage the firm's CRM system (Salesforce), developing processes for tracking customer interactions and data and work with managers to ensure proper workflows efficiencies across all departments.

· Client Success Metrics: Develop and track key metrics to measure client success, including client satisfaction, retention rate, referral rate. Also analyze client feedback, and using the feedback to continuously improve the firm's services and processes.

· Data Management: Oversee the firm's data management systems and processes, ensuring data accuracy, security, and accessibility.

· Manage and develop the firm's A/R and A/P processes, ensuring payment accuracy, financial reporting, and record keeping.

If have a passion for

• Working with businesses. You are committed to finding the best solutions to the problems to keep costs low and quality high; so that our clients can keep their focus on what really matters.
• Developing people and creating a culture of respect and hard work. You refuse to accept someone not pulling their weight on the team or failing to deliver their best to our clients.
• Working with clients. You refuse to be bitter with clients and their requests because you recognize they have problems, and they hire the US to find the solutions.

If You’re comfortable with

• Not knowing everything you are going to be assigned. You’re committed to researching, being resourceful, asking questions, being proactive, and doing anything else to FIND THE ANSWER.

Additional Qualifications

• Bachelor's degree in finance, accounting, or a related field
• 5+ years of experience in financial management, with a focus on office management, payroll, and 401K administration
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office and experience with financial management software
• Ability to work independently and manage multiple tasks and projects in a fast-paced environment
• Detail-oriented and organized, with a strong commitment to accuracy and quality
• Passion for financial management and a drive to help clients achieve their goals.

Website: www.Secureplusfinancial.com

Job Type: Full-time

Pay: $40,000.00 - $80,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Bookkeeping: 5 years (Preferred)
• Microsoft Excel: 5 years (Required)
• Salesforce Software: 5 years (Preferred)
• Office Manager: 5 years (Required)
• Data management: 5 years (Required)

Language:

• Spanish (Required)

License/Certification:

• Certified Salesforce Administrator (Preferred)

Work Location: Remote

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