Office Manager needed for a Financial Services firm located in the Mira Mesa/Sorrento Valley area. Previous life insurance and/or financial services industry experience is a must.

HOURS: Full Time; Monday - Friday 8:00am - 5:00pm
- OR Part Time hours available; Monday–Friday 10am-2pm

DURATION: Direct Hire
WORKPLACE: This is an in-office position in Mira Mesa/Sorrento Valley
PAY: $30.00/hour - $40.00/hour, 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.

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.

Team & Process Management

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 include, but are not limited to:

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, pro-active, organized and enjoy working in a team environment!
Proven experience in office management or team leadership roles
Bachelor's degree preferred; minimum High school diploma or equivalency of
Must be able to pass Background Check requirements
Legal residents of California only. Visa Sponsorship not available. W2 only

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Office Manager (Financial Services/Insurance)

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