Benefits:

401(k)

Dental insurance

Vision insurance

Benefits/Perks

Competitive Compensation

Paid Time Off

Paid Health Insurance

Job Summary

We are seeking an experienced Office Manager to join our team. In this role, you will coordinate all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently.

Responsibilities

Manage HR functions, including onboarding, employee records, compliance and coordination with leadership

Maintain office policies, procedures, and operational standards

Oversee operations to ensure client requests are met in a timely fashion

Process Required Minimum Distributions for clients

Assist financial advisors by making sure they maintain compliant status with their insurance licenses and Continuing Education requirements

Process Payroll

Pay invoices

Enter annuity orders

Assist with annual Compliance audits

Qualifications

Candidates must have previous experience in a brokerage firm to be considered

Proven ability to manage daily office operations, including scheduling, and workflow coordination required

Understanding of office equipment, systems, and procedures

Proficiency with CRM systems, Microsoft Office (Word, Excel, Outlook, Teams)

Excellent time management skills and ability to prioritize multiple tasks

Strong problem-solving skills and attention to detail

Professional verbal and written communication skills, especially when interacting with clients

Must demonstrate familiarity with brokerage operations and the financial services environment