Office Manager

At Strandlife Wealth, our mission is to empower individuals, families, and business owners to achieve their financial goals and secure their financial future. We are committed to providing our clients with personalized financial planning solutions that are designed to meet their unique needs and aspirations. Our team is dedicated to building lasting relationships with our clients, and we strive to provide transparent, objective advice that always puts our clients’ best interests first.

Vibrant leadership, and continually recognized for mentoring and making a difference in the community. We are passionate about financial education and believe that everyone deserves access to quality financial planning services. We work tirelessly to educate our clients on their financial options so that they can make informed decisions and achieve their financial goals with confidence.

At Strandlife Wealth, we are driven by our commitment to excellence and our dedication to helping our clients achieve financial security and peace of mind. We are the Lifeguard for our clients wealth.

We are searching for a growth and details inspired professional to join our team as an Office Manager. You will initially execute and then lead First Impression Management, Event Success, Client Onboarding, Fee Confirmations to support a rapidly growing firm. To be successful, you will have the experience and expertise to perform the proper combination of client service and insurance related operations to scale and deliver on our client promises.

This role is a full-time position works from our El Segundo, CA office and reports to President and CEO.

Essential Job Functions:

-Strong interpersonal and communication skills to effectively interact with clients

-Ability to perform administrative tasks and then lead as firm continues to grow

-Proficient in using financial software and tools for data analysis and reporting

-Provide exceptional customer service and address any client concerns or questions

-Track, manage and complete key client service level agreements

-Coordinate deliverables with service partners and proactively manage outcomes

-Ability to type at least 60 words per minute

-Excellent time management skills with a proven ability to meet deadlines

Primary Responsibilities:

-Greet all clients/prospects and as team grows responsible for first impression management

-Manage Inbound and Outbound Calls to deliver on our desired client experience

-Coordinate all activities and client contacts for successful workshops and seminars

-Assist and support financial advisors with data gathering and specific tasks

-Workflow development and key data accuracy/entry to proactively manage client lifecycle

-Collaborate with other professionals, such as platform partners and carriers, for new client onboarding and ongoing support

-Process accounts payables and receivables, prepare monthly reports and reconciliations

-Train new employees on office systems, workflows, and procedures

-Policy reviews

Qualifications:

-Minimum of 2 years of experience as an office manager or similar role

- High school diploma or equivalent required; Associates degree in office administration or related field preferred

-Proficient with Microsoft Office Suite or related software

-Strong knowledge of insurance related workflows and procedures

-Previous experience in financial services, public accounting, or banking is preferred

Physical Requirements:

-Prolonged periods sitting at a desk and working on a computer

- Must be able to lift up to 30 pounds at times

Core Competencies:

-Results oriented

-Communication

-Decisiveness

-Exceptional problem-solving skills

-Detail oriented

-Flexibility

-Initiative

-Teamwork

We offer competitive compensation packages, including base salary plus variable incentives and bonus, as well as comprehensive benefits packages.

If you are a motivated individual with a passion for creating scalable processes and recognize the growth opportunity from initially performing key tasks to eventually leading others, we would love to hear from you. Apply now to join us at this exciting team in our firm’s growth.

Work Location: In person

Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the successful execution of this role. Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice. Strandlife Wealth Management is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.