Office Manager with life and/or financial services industry experience
Job Description
- HOURS: Full Time; Monday - Friday 8:00 am - 5:00 pm
- Part Time hours available; Monday – Friday – 10 am – 2 pm
- DURATION: Direct Hire
- WORKPLACE: This is an in-office position.
- PAY: Position can pay $30.00/hr. - $40.00/hr., depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package to include Medical, Dental, 401k and profit sharing.
Job Duties will include, but are not limited to:
Will oversee the daily workflow of sales operations, support the productivity of Wealth Advisors and Assistants, and ensure a seamless experience for clients and prospects. This client-facing role demands exceptional communication skills, a proactive mindset, and the ability to manage multiple priorities.
Client Management & Sales Support
- Serve as the primary point of contact for routine client inquiries and manage follow-up actions.
- Lead the scheduling, preparation, and documentation for client and prospect meetings.
- Maintain accurate client records within CRM systems (e.g., Salesforce, Redtail, Wealthbox).
- Coordinate and support the implementation of financial plans, including account opening, transfers, and updates.
- Assist with investment research, plan preparation, and asset allocation reviews.
- Deliver exceptional service during client onboarding and portfolio review processes.
- Manage operational workflows to support the advisory team (5 – 7 employees), ensuring timely execution of client service requests.
- Train and supervise junior team members and coordinate with internal departments to streamline processes.
- Maintain up-to-date knowledge of industry products and regulatory changes by engaging with fund companies and investment partners.
- Take initiative in resolving escalated client service issues and ensuring client satisfaction.
- Provide weekly reports to the Senior Advisor summarizing:
- New business opportunities and pipeline status
- Client review progress and follow-ups
- Asset management insights or updates
- Internal employee activity tracker and productivity overview
Requirements:
- Good job stability (meaning 2-3 years working at current and/or past jobs).
- Must have recent experience, 3 years minimum, within Life and/or Financial services field in sales operations, financial services, or client support role.
- Engage in professional development with a defined career path toward becoming a fully licensed Financial Advisor (Series 7, 65, Insurance License, CFP).
- Working knowledge of financial planning, investment strategies, tax considerations, and estate planning principles.
- Must have intermediate to advanced MS Office skills and CRM systems.
- Must be detailed, organized and enjoy working in a team environment!
- This role requires a proactive and detail-oriented individual with strong leadership and communication skills.
- Proven experience in office management or team leadership roles.
- Ability to adapt to changing priorities and work effectively under pressure.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.