What are the responsibilities and job description for the Financial Services Office Manager / Administrator position at Mike Segall PFR Allstate?
At Mike Segall PFR Allstate , 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 / Administrator 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 $22.50 / hour (based on experience), 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 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
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.
Requirement
Salary : $23