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Office Manager

2 months ago

Norwalk, United States Smith Arnold Partners Full time

Join a Rapidly Growing Asset Management Firm as an Office Manager/Sales Administration Support Professional


Are you ready to make a significant impact at a dynamic and fast-paced company? A thriving Asset Management firm is on the lookout for a dedicated Office Manager/Sales Administration Support Professional. In this role, you will work directly with life insurance clients’ policyholders, handling individual policy requests and general office administration. We are seeking a candidate with a strong desire to grow and take on more responsibilities, with opportunities to advance into higher roles within the company.

This is your chance to play a crucial role in this firm's ongoing growth. If you are ambitious and eager to expand your career, we want to hear from you



What are people saying about this company?

  • Friendly Environment Supportive Colleagues, Truly based on Company values
  • Positive work environment great place to learn
  • Great work life balance, exciting and fun environment



Title: Office Manager/Sales Administration Support

Salary: $70,000 to 90,000 +Bonus

Location: Norwalk, CT



Are you an organized, personable, and motivated self-starter with a knack for problem-solving and an eye for detail? We are a young, rapidly growing Asset Management firm seeking a top-performing candidate to join our team. In this role, you will work directly with life insurance clients’ policyholders, handling individual policy requests and general office administration.



Why Join Us?

Growth Opportunities: Be a part of a small, dynamic team shaping the future of our company.

Impactful Role: Your contributions will directly influence our continued success.

Collaborative Environment: Build and maintain strong, effective relationships both internally and externally.



Responsibilities:

  • Maintain office efficiency by organizing procedures, handling correspondence, managing filing systems, and overseeing supplies and equipment.
  • Manage oversight and payment of corporate and fund expenses.
  • Provide direct administrative support as needed, including maintaining filing systems, mailing and shipping packages, and updating contact databases and employee lists.
  • Oversee and maintain office equipment for uninterrupted function, identify and fulfill office supply needs, manage vendors, and coordinate food delivery as needed.
  • Manage all aspects of the office’s space/infrastructure planning (moves, adds, and changes to workstations) and provide answers, resources, and solutions as requested.
  • Assist case managers with sending out contracting and underwriting packages, reviewing for accuracy and completeness.
  • Assist case managers with reviewing, scanning, and organizing returned contracting and underwriting documents.
  • Manage leads using our internal Customer Relationship Management (CRM) system, predicting, avoiding, and resolving challenges with initiative and persistence.
  • Create and maintain client/customer reports on a weekly, monthly, and quarterly basis.
  • Maintain internal process and procedure documents.
  • Analyze and report on customer feedback/surveys.



Qualifications and Requirements:

  • 2-4 years of experience in a customer service or client-facing role.
  • Strong customer-centric mindset and ability to build and maintain collaborative and effective relationships.
  • Excellent time-management, people skills, flexibility, and multitasking ability.
  • Ability to thrive in a fast-paced environment.
  • Exceptional organizational skills with high attention to detail and accuracy.
  • Proficiency in Microsoft Office, with the aptitude to learn new software and systems.
  • Experience with CRM systems is a plus.


Ready to Take Your Career to the Next Level? Apply today to join our team and play a pivotal role in our exciting growth journey. Let’s achieve greatness together