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Office Administration Supervisor
2 months ago
About E.A. Buck Financial Services:
E.A. Buck is a dynamic and growing financial services organization. We are currently seeking an Administration Manager to enhance our team. The successful candidate will have prior experience in insurance or annuity processing and supervision, alongside strong communication abilities and a proven capacity to work both independently and collaboratively.
Role Summary:
The Administration Manager will directly report to the Director of Client Services & Administration. Key responsibilities include leading a team of administrative professionals to ensure outstanding service delivery to clients and financial advisors. The ideal candidate will demonstrate a history of effective management, driving sales growth, and surpassing performance targets.
Position Details:
This is a full-time, in-office role.
Compensation and Benefits:
- Annual salary range of $60,000 to $80,000
- Comprehensive benefits package including health, dental, and vision coverage
- 401k plan with generous matching contributions
- Paid time off and holidays
Key Responsibilities:
- Contribute to company initiatives aimed at improving efficiency and service quality
- Provide leadership to meet organizational objectives and support sales goals
- Oversee the administrative team and promote professional growth
- Implement enhancements to processes and standardize operational procedures
- Review performance metrics and ensure precise documentation within the CRM system
Qualifications:
- Experience in annuities or life insurance processing
- Associate or Bachelor's degree preferred
- A minimum of 3 years of managerial experience in an office environment
- Active Life & Health Insurance License
- Series 65, 66, 67, or 7 Licenses are advantageous
- Strong leadership, organizational, and communication skills
- Proficiency in Microsoft Office and CRM software
- Background in financial services and customer support
Industry:
Financial Services
Employment Type:
Full-time