Morris Financial Concepts, Inc. is hiring a new office manager! We are a long time Chamber Member and full service financial planning firm out of Mt. Pleasant.  

Please email tucker.morris@mfcplanners.com with your resume if you are interested, or know anyone who might be. See the job description below.

Job Title – Office Administrator

Who is Morris Financial Concepts, Inc?
We are a financial planning firm that rallies around a common enemy – financial anxiety.   Our clients rely on us to help reduce and eliminate their fears surrounding their financial situation.  We do this through holistic financial planning that examines not just their financial resources but their entire lives including their hopes and dreams.   We use academically proven strategies to help our clients turn those dreams into reality. In this manner, we can help our clients defeat the enemy – will you help us?

Job Description
This job requires you to be the front line of defense.  You will often provide the first contact our firm has with our clients and the public, and will be responsible for providing a consistent, warm, and friendly experience for all.   In addition, you will manage office administration tasks, maintain our customer relationship database, and assist in the implementation of our marketing and compliance strategies.  The following responsibilities are examples of typical day to day tasks:

• Client Service
• Telephone Triage
• Email Management
• Complex Calendar Management and Scheduling
• Vendor Relations
• Research
• Office Supply Management
• Incoming and Outgoing Mail Management
• Building issue maintenance
• Varying Professional Tasks Requested by the Financial Planners
• Helping to coordinate client and staff events

The position is a full-time employee position.  You will need to make sure the front desk is covered between 9 AM – 5 PM, but your team is there to help you should you need it. 

The Standard Benefits:

• Starting hourly rate $15-$20 / hr.
• SIMPLE IRA account employer match
•  All major holidays (11-12 days annually);
• 2 weeks PTO, and 2 weeks sick leave / year
• Medical-Dental-Vision Insurance Reimbursement

Plus the Not-So-Standard Benefits

• Cell phone and internet reimbursement up to $100 / month
• $80/mo Health Club/Wellness Class Reimbursement
• Paid 4 week Sabattical after 5 years