Office Manager

Key Responsibilities

• Manage monthly and quarterly compliance requirements
• Process and reconcile advisor and office expenses (Ramp)
• Create and submit monthly rent invoices to accounting
• Provide calendar oversight and scheduling support for leadership
• Prepare meeting materials in advance of committee meetings
• Cook up and ship client gifts and birthday cards
• Cook up and ship client gifts and birthday cards
• Coordinate weekly team meetings
• Aid in external event logistics and leadership initiatives
• Maintain CRM systems (Salesforce, Redtail) with accurate data
• Cook up and ship client gifts and birthday cards
• Cook up and ship client gifts and birthday cards
• Plan and execute annual holiday gifting and card campaigns
• Aid in employee onboarding and equipment returns
• Aid in internship hiring processes
• Order and manage office supplies and vendor relationships
• Maintain office readiness for client and partner visits
• Ensure common areas are stocked, organized, and presentable
• Exceptional organizational and time management skills
• Strong attention to detail and follow-through
• Ability to manage multiple priorities and recurring deadlines
• Professional written and verbal communication skills
• Proficiency with Microsoft Office Suite, including Outlook
• Experience with Salesforce and CRM platforms preferred
• Experience with expense management systems (Ramp preferred)
• Ability to work independently and anticipate operational needs

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Compensation

The base salary for this position at the time of this posting may range from $50,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more.

Application Instructions

To apply, please submit your resume and answer the provided questions. Resume should be attached as a .pdf, .doc, .docx, .odt, .txt, or .rtf file (limit 5MB) or pasted here.

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