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Magellan Financial and Insurance Services
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Office Manager
$82k-108k (estimate)
Full Time | Insurance 1 Week Ago
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Magellan Financial and Insurance Services is Hiring an Office Manager Near Renton, WA

Holistic | Passionate | Personalized |

Elevated Financial Management Group, a leading independent firm based in Renton, WA, specializes in retirement planning, insurance, investment, and wealth management. We are committed to providing personalized financial solutions to ensure our clients are well-prepared for retirement.

Role Summary:

We are seeking an Office Manager for our office. The ideal candidate will develop and implement processes to enhance office efficiency and manage the processing of new accounts to ensure a seamless experience. This role requires strong multitasking abilities, exceptional customer service skills, and a commitment to upholding our high standards of excellence.

Salary for this position: $60,000 - $72,000 per year

Primary Responsibilities:

  • Help process all paperwork associated with new life insurance, annuity, and investment accounts.
  • Provide exceptional customer service to new and existing clients, answering all queries about their accounts promptly and professionally.
  • Assist in the onboarding process of new clients and ensure they are fully informed and comfortable with our services.
  • Answer phones, email communications, scanning, copying files.
  • Help with other projects and responsibilities as needed.

Required Qualifications:

  • A minimum of 1-2 years of experience in a similar role within the financial services industry is strongly preferred.
  • Exceptional customer service and communication skills.
  • Proficient in Microsoft Office Suite and financial planning software.
  • Ability to multitask and manage time effectively.

If you want to join a dynamic and passionate team dedicated to making a difference in people's lives, apply now!

Elevated Financial Management is an equal-opportunity employer and values diversity.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$82k-108k (estimate)

POST DATE

06/02/2024

EXPIRATION DATE

06/23/2024

The job skills required for Office Manager include Customer Service, Planning, Microsoft Office, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be an Office Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office Manager. Select any job title you are interested in and start to search job requirements.

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