What are the responsibilities and job description for the Practice Office Manager position at Deliso Financial and Insurance Services?
Position Summary
We are a successful financial planning practice seeking an organized, detail-oreinted, proactive, experienced Practice Office Manager to manage daily operations and support our advisors. This role oversees office workflow, enhances client experience, and ensures compliance with industry standards. Ideal for someone who is a self-starter who thrives in a fast-paced environment and enjoys balancing client interaction with operational leadership.
Basic Duties:
· Manage day-to-day office operations
· Support advisors with scheduling, meeting prep, and client follow-up
· Oversee processes, workflow, and team coordination
· Track cases to completion and communicate with underwriting
· Prepare weekly reports and ensure compliance standards
· Serve as a key point of contact for clients
Requirements:
· Associate or bachelor’s degree is preferred
· Three-to-five years of related work experience, financial industry a plus
· Strong leadership, communication, and organizational skills
· Familiarity with CRM, financial planning, RIA and Insurance
· Insurance/Health license a plus; Series 6 & 63
Why Join Us:
· Impactful role with meaningful client interaction
· Supportive, professional environment
· Opportunity to shape the daily operations of a successful practice
· 4 day work week
Hours:
Monday - Thursday, 8:30 a.m. to 5:00 p.m.
Work Location:
Location: Agawam, MA
Salary will be commensurate with experience and qualifications. This position is with an independent agent and not the New York Life Insurance Company. E/O/E M/F/D/V/SO
Jeanmarie A Deliso, CFP®, Member Agent, The Nautilus Group®, a service of New York Life Insurance Company. Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, (540 Meadow Street Ext., Suite 108, Agawam, MA, 01001, (413)785-1100). Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Deliso Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.
Jeanmarie A Deliso, CA Insurance License Number 0H95860.