Support Specialist / Office Manager

Octavus Group/LoCorr Funds, LLCSupport Specialist/Office Manager COMPANY BACKGROUND: Octavus Group, LLC was formed in 2003 and is the parent company of LoCorr Distributors, LLC (a broker-dealer registered with FINRA and NFA) and LoCorr Fund Management, LLC (an investment manager registered with the SEC and CFTC). LoCorr Funds specializes in managing and distributing alternative investments through a national network of financial institutions. LoCorr currently offers eight mutual funds and has over $3 billion in assets under management. POSITION DESCRIPTION: Support Specialist/Office ManagerRESPONSIBILITIES: Daily interaction with the executive management team and the marketing team, as well as having on-going contact with the company's external sales group. Responsibilities are split amongst the following three areas; however, as with most small companies, this position will continually evolve. The following list is by no means all-inclusive:Management Support - assist the management team with daily operational and sales needs as required. These responsibilities are broad-based, and the accountabilities will grow as involvement with the team increases over time. The job will entail developing and maintaining various sales and operational reports.Sales Support - work with sales management and the overall sales team providing daily sales, redemption, and reconciliation reports. Oversee all aspects of the LoCorr's CRM (Salesforce). Assist in the expense reporting process, which includes review and approval of expense reports, tracking expenses to align with budgets, and updating the expense policy with the management team. Office Administration - oversight of postage accounts and mailing supplies, ordering office/kitchen supplies, updating corporate lists, distributing supplies, and executing events/meetings in the office. Additionally, assisting the Marketing Team as needed, managing corporate credit card accounts, tracking, and paying monthly office-related invoices. EXPIRENCE/SKILLS:Proficiency in the use of Salesforce CRM is highly encouragedProficiency in the use of Microsoft Suite of products, specifically ExcelCheerful outlook, willing to learn and take on new tasksInitiative-taker with ability to multi-task several priorities at onceMeticulous

Created: 2025-03-07