What are the responsibilities and job description for the Financial Services Office Manager position at Mike Segall - Allstate Financial Services?
Job Description
Job Description
At Mike Segall - Allstate Financial Services , we are a collaborative team of experienced financial planners dedicated to providing long-term guidance and support for our clients' financial security. Our relationships, some spanning decades, are built on integrity, competence, and trust. We take pride in making a meaningful difference in the lives of our clients and fostering a supportive, flexible work environment for our team.
We are seeking a detail-oriented Financial Services Office Manager to join our team. In this role, youll handle a variety of tasks to support our office operations and client relationships. With a starting pay of $23-$27 / hour (based on experience, which can increase as you grow into the position), youll enjoy a comfortable office environment, short Fridays, and accommodating policies for lifes priorities.
Enjoy meaningful work, supportive colleagues, and the satisfaction of making a difference in the lives of our clients. Apply today and become an integral part of our trusted team!
The candidate will need to have previous office / admin experience.
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Weekends Off
Medical Insurance
Responsibilities
- Manage client requests with care and attention.
- Prepare presales materials to support the teams success.
- Schedule appointments and maintain an organized calendar.
- Oversee part-time employees
- Keep the office organized and manage supply orders.
- Assist with marketing initiatives to drive growth.
Requirements
Salary : $23 - $27