Agent's Assistant - State Farm Agent Team Member

Operations / Administrative Assistant The Operations / Administrative Assistant supports day-to-day administrative and operational needs across the agency. You'll work closely with leadership to coordinate workflows, manage documentation, support HR and payroll processes, and ensure nothing slips through the cracks. This is a high-trust role that requires discretion, attention to detail, and strong communication skills. Key Responsibilities Operations & Administrative Support Manage calendar, meetings, and agendas for COO Prepare documents, reports, and trackers Maintain organized digital files and operational documentation Track deadlines, action items, and recurring operational tasks HR & People Operations Support Assist with onboarding and offboarding processes Support personnel file management and compliance documentation Coordinate updates in commission system and regular audits of system functionality (in partnership with payroll/HR) Help maintain policies, SOPs, and internal process documentation Workflow & Process Coordination Help manage task boards, dashboards, or trackers (e.g., Monday.com or similar tools) Follow up with managers and team members on assigned action items Support process improvements and consistency across offices IPS Team Support Schedule and confirm quality appointments for investment team Maintain notes system for investment client data Qualifications Strong organizational skills with exceptional attention to detail High level of professionalism, discretion, and confidentiality Comfortable managing multiple priorities in a fast-paced environment Strong written and verbal communication skills Proficiency with Microsoft Office, Excel, and task management tools Experience supporting HR, payroll, or operations is a plus Ideal Candidate Traits Naturally organized and process-driven Proactive—anticipates needs before being asked Calm, dependable, and steady under pressure Comfortable following checklists and enforcing follow-through Enjoys supporting leadership and enabling others to succeed Compensation $42,000.00 - $62,000.00 per year About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in Grapevine, TX. Lauren Stone - State Farm Agent