Office Manager

Overland Park, KS

Posted: 03/06/2024 Recruiting Division: Administrative Job Number: EB-4420414100 Pay Rate: $50,000.00 - $70,000.00 per year

Job Description

Are you someone who thrives in the fast-paced world of small businesses? Do you have the resilience to handle challenges with ease while ensuring clients receive top-notch service? If so, we have an exciting opportunity for you!

Our client is a leading financial firm looking for an Office Manager who will be at the forefront of the office operations, managing day-to-day client transactions, and ensuring smooth business operations.

Key Responsibilities:
  • Oversee all operational, administrative, and marketing functions of the organization.
  • Cultivate strong, meaningful relationships with clients.
  • Maintain and organize office files and documentation efficiently.
  • Handle client transactions promptly and resolve issues with confidence.
  • Assist in completing paperwork for new accounts, annuities, and life insurance applications.
  • Follow up diligently with insurance companies and manage new business processes.
  • Ensure accuracy in processing new business applications and liaise with carriers.
  • Keep track of application processes and provide timely updates to clients.
  • Manage email and mail correspondence between financial advisors and clients.
  • Prepare financial reports for client reviews and meetings.
  • Input data into CRM and Excel spreadsheets, ensuring compliance and accuracy.

Background Requirements:
  • Previous experience in the financial services industry is preferred.
  • Proven office management/administrative experience is required.
  • Strong attention to detail and ability to multitask effectively.
  • Personable attitude with a strong customer-first approach.
  • Full-time, in-office position

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