AGENT'S ASSISTANT - STATE FARM AGENT TEAM MEMBER

About the role

We are a growing, multi-location insurance and advisory agency focused on delivering exceptional service while building strong internal systems, accountability, and culture. As we continue to scale, we're looking for a highly organized, proactive Operations / Administrative Assistant to help keep the business running smoothly behind the scenes.

This role is ideal for someone who loves structure, checklists, follow-through, and being the "glue" that holds operations together.

Role Overview

The Operations / Administrative Assistant supports day-to-day administrative and operational needs across the agency. You'll work closely with leadership to coordinate workflows, manage documentation, support HR and payroll processes, and ensure nothing slips through the cracks.

This is a high-trust role that requires discretion, attention to detail, and strong communication skills.

Responsibilities

• Manage calendar, meetings, and agendas for COO
• Prepare documents, reports, and trackers
• Maintain organized digital files and operational documentation
• Track deadlines, action items, and recurring operational tasks
• Assist with onboarding and offboarding processes
• Support personnel file management and compliance documentation
• Care for investment team by scheduling and confirming quality appointments
• Maintain notes system for investment client data
• Help manage task boards, dashboards, or trackers (e.g., Monday.com or similar tools)
• Follow up with managers and team members on assigned action items
• Support process improvements and consistency across offices

Qualifications

• Strong organizational skills with exceptional attention to detail
• High level of professionalism, discretion, and confidentiality
• Comfortable managing multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, Excel, and task management tools
• Experience supporting HR, payroll, or operations is a plus

Ideal Candidate Traits

• Naturally organized and process-driven
• Proactive—anticipates needs before being asked
• Calm, dependable, and steady under pressure
• Comfortable following checklists and enforcing follow-through
• Enjoys supporting leadership and enabling others to succeed

Benefits

• 401(k)
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Pay

$42,000.00 - $62,000.00 per year

Schedule

Full Time