Office Assistant Manager

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

Flexible spending account

Paid time off

Work Location: In person

Talent Trak is seeking a highly organized and detail-oriented Assistant Office Manager to support the day-to-day operations of our client in the financial planning industry. In this role, you will play a key part in ensuring the smooth management of administration, operations, and client service. The ideal candidate will thrive in a fast-paced environment, bring strong organizational and communication skills, and help streamline processes while enhancing the overall client experience.

Candidate Qualifications:

Possess excellent written and verbal communication skills

Excel in a fast-paced, multi-tasking environment

Accurately relay information and instructions to clients and team members

Maintain and protect client confidentiality in accordance with privacy laws

Be proactive, dependable, and self-motivated

Be proficient in Microsoft Word, Outlook, and Excel

Key Responsibilities:

Perform daily administrative tasks such as greeting clients, filing, making copies, and answering phones

Provide support to Owners, Office Manager, and Agents with miscellaneous tasks

Review and process applications for completeness and accuracy

Submit applications to insurance carriers following best practices

Coordinate paramedical exams and assist with underwriting

Create, update, and manage both digital and paper files

Track client service requests and provide support as needed

Assist with seminar and event planning

Maintain office supply inventory

Help create and manage social media content and posts

Track compliance data for the agency and assist with annual audits

Retain and submit monthly compliance filings

If you are a motivated professional looking to grow your career in a supportive and dynamic environment, we’d love to hear from you!