Office Manager - Financial Services

Job Description

Job Description

Your Future Team

We are a rapidly growing life insurance agency, dedicated to transforming how families access and understand life insurance. As one of the largest agencies within one of the most well known life insurance networks, we have grown to more than 1,500 agents nationwide, with eight office locations and our headquarters in Dublin, OH. Our mission is simple: to protect families, empower leaders, and develop top-performing teams across the U.S. insurance market.

Our success is built on a commitment to excellence, meaningful relationships, and a high-energy, results-driven culture. With continued growth and expansion, we are focused on strengthening our operations, supporting our team, and creating opportunities for our people to grow alongside the organization.

The Role

We are excited to welcome an Office Manager to our team who will take ownership of the day-to-day operations of our growing headquarters. You will play a key leadership role in overseeing our administrative team, coordinating projects, and ensuring our fast-paced office environment remains organized, professional, and productive. As the primary point of contact for office-related matters, you will work closely with firm leadership to strengthen processes, promote accountability, and keep daily operations and larger initiatives moving forward.

The ideal candidate is dependable, proactive, and thrives in a lively, people-focused environment. You will bring the ability to balance multiple responsibilities, take initiative without constant direction, and communicate with confidence and energy while maintaining a personable, polished approach. This is a full-time, in-office position, with a schedule of 10:00 am-6:00 pm, Monday through Friday.

What You’ll Do:

Office Operations

• Oversee the daily opening and readiness of the headquarters; ensuring office cleanliness, organization, and professional appearance; preparing the environment for the sales team's arrival, including music and general office setup.
• Maintain an organized, welcoming, high-energy environment throughout the day.

Employee Management

• Lead and manage the front office team to ensure workflow is progressing, and administrative matters are met while helping ensure accountability and consistency.
• Be the primary point of contact for administrative and support employees, both on-site and virtual.
• Handle routine employee questions, PTO requests, attendance matters, and general office concerns; escalating matters when appropriate.
• Hold employees accountable, address performance or attendance concerns professionally, and earn respect within a fast-paced team.
• Efficiently navigate and oversee tasks from initiation to completion.

Hiring and Training

• Support future administrative hiring as the firm expands; assist with interviews, onboarding, training, and ongoing employee development.
• Help establish defined responsibilities, expectations, and workflows for new and existing team.

Payroll & Administrative Oversight

• Payroll coordination through Minutemen.
• Implement and improve employee time tracking, including clock-in/clock-out procedures and attendance monitoring.
• Help ensure payroll information is accurate and organized.

Billing & Office Expenses

• Oversee rent, utilities, recurring bills, invoices, and related expenses across all eight office locations.
• Maintain organized records of bills paid, outstanding invoices, and upcoming payments.
• Coordinate rent-related invoices involving managers utilizing company office space.

Project Management & Event Planning

• Collaborate with team on event planning and other company initiatives with a focus on oversight, coordination, and accountability.
• Assist with planning and execution of company events, leadership gatherings, recognition programs, and incentive trips.
• Potential involvement in vendor coordination, invitations, RSVP tracking, logistics, and overall event execution.

What You’ll Bring:

• 2 or more years of experience in a professional office atmosphere.
• People management or leadership experience preferred, but not required.
• Event planning experience a strong differentiator, particularly coordinating larger events, vendors, invitations, travel, and logistics strongly preferred.
• Highly organized, proactive, dependable, and comfortable taking initiative without constant direction.
• Strong follow-through, attention to detail, and ability to manage multiple responsibilities simultaneously.
• Confident communicator with a personable, outgoing, and energetic demeanor.
• Strong proficiency in Google Sheets and/or Excel; ability to maintain trackers, organize expenses, manage reporting, and coordinate administrative processes.
• Familiarity with iMac and Apple-based office equipment.
• Knowledge of using Microsoft Teams, Zoom, Discord, and virtual collaboration environments helpful.
• Adherence to company dress code standards by maintain a business-appropriate appearance consistent with a professional office environment.