What are the responsibilities and job description for the Licensed Office Manager in the Financial Industry position at Integrity Financial Services?
We are seeking a dynamic and experienced Office Manager with a 6/63 or 6/65 securities license and insurance license to join our fast-paced financial office. In this role, you will oversee daily office operations, manage administrative staff, ensure compliance with industry regulations, and support the growth and success of our business.
Key Responsibilities:
Manage and oversee daily office operations, including staff supervision, client relations, and general administration.
Ensure compliance with industry regulations and company policies, including maintaining proper records and documentation.
Oversee the processing and management of insurance-related transactions and client accounts.
Develop and implement office procedures to improve efficiency and productivity.
Recruit, train, and supervise administrative staff, providing guidance and support to ensure optimal performance.
Monitor and manage office finances, including budgeting, expense tracking, and financial reporting.
Develop and maintain strong relationships with clients, insurance carriers, and other industry professionals.
Maintain current knowledge of industry trends, regulations, and best practices.
Collaborate with senior management to develop and implement strategic plans for business growth.
Qualifications:
Bachelor's degree in business administration, finance, or related field
Current 6/63 or 6/65 securities license preferred along with an active insurance license.
Minimum of 5 years of experience in office management within the financial industry and/or experience within the financial industry, preferably with an insurance focus.
Strong knowledge of insurance products, regulations, and industry best practices.
Excellent leadership, communication, and organizational skills.
Proficient in Microsoft Office Suite and relevant industry software.
Strong analytical and problem-solving abilities.
Customer service-oriented with excellent interpersonal and relationship-building skills.
Ability to adapt and thrive in a fast-paced, high-pressure environment.
Salary : $45,000 - $60,000
