Career Portal

Assistant Office Manager - Financial Planning Office

Assistant Office Manager - Financial Planning Office
$55K–$65K
Birmingham, AL

A well-established financial planning office is seeking a dependable and detail-oriented Assistant Office Manager to support the daily operations and administrative needs of our team. This role is ideal for a proactive professional with strong organizational skills, excellent communication, and a commitment to delivering a high-quality client experience. Experience in a financial planning or insurance office is preferred.

Key Responsibilities:

• Greet clients and manage front desk responsibilities with professionalism

• Perform administrative tasks including filing, copying, answering phones, and message-taking

• Review financial and insurance applications for completeness and accuracy

• Submit and track applications with carriers; assist with underwriting coordination

• Schedule paramedical exams and maintain updated client records

• Provide support to advisors, owners, and the Office Manager on various projects

• Manage office supply inventory and support seminar/event planning

• Assist with client service requests and track progress to completion

• Develop and post social media content to support brand presence

• Maintain data tracking for agency compliance and assist with audits and filings

Requirements:

• Strong written and verbal communication skills

• Ability to multitask and manage priorities in a fast-paced environment

• Proficiency in Microsoft Word, Excel, and Outlook

• High attention to detail and accuracy

• Self-starter with strong initiative and problem-solving abilities

• Ability to maintain confidentiality in line with privacy laws

• Previous experience in a financial planning or insurance office strongly preferred

At our clients’ request, only individuals with required experience will be considered.

Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.

Your resume will never be submitted to a client without your prior knowledge and consent to do so.

IND123