Office Manager
Office Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Summary
World Investment Advisors (WIA) the financial services division of World Insurance is looking to add a vibrant accounting professional with a background in brokerdealers to our roster. The candidate should be a selfstarting tech savvy professional who is comfortable managing a general ledger and subledgers while also possessing the ability to provide excellent customer service to our management team and advisors. If you are a strong accountant with brokerdealer experience looking to work for a fastgrowing dynamic company with a strong employeefocused culture then please send us your resume.
Position Objective
With guidance and/or direction responsible for admin support including meeting and greeting customers and vendors signing for packages and mail support. May assist front desk/phones and be responsible for general office duties.
Typical Duties and Responsibilities
Greet clients in person and over the phone in a friendly professional manner
Handle incoming calls emails and mail; direct inquiries to the appropriate team members
Assist with preparing insurance documents applications and certificates
Maintain client files and update CRM or agency management systems (e.g. AMS360 Applied Epic)
Schedule appointments and manage calendars for agents
Process payments and issue receipts when needed
Order office supplies and maintain organized workspaces
Assist with data entry reporting and general office support tasks
Follow up with clients for required documents or renewals
Position Requirements
High school diploma or equivalent; associate degree or administrative training a plus
12 years of administrative or customer service experience (insurance industry preferred but not required)
Strong communication skills both verbal and written
Proficient in Microsoft Office Suite (Word Excel Outlook)
Comfortable learning new systems and software
Excellent attention to detail and organizational abilities
Friendly professional demeanor and teamoriented mindset
About World Investment Advisors
As part of World Insurance Associates World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industrys premier wealth management and retirement plan investment advisory services to individuals high net worth families and employers. Collectively WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors we strive to provide a challenging stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly where professional growth is fostered and encouraged and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
TeamOriented
Professionals typically work together in teams with multiple people from different departments to meet our clients needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World
Great company culture with an awesome teamoriented atmosphere!
Mentorship Opportunities
Ability to serve on different internal steering committees (Charitable Giving DEI Social etc.)
Professional growth opportunities
Friendly and collaborative work environment
Employee perks including fun team building opportunities yoga/wellness charitable giving/volunteering
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation gender race religion ethnicity and other qualities that makes us all different.
1As of December 31 2023 the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LIGP1
Required Experience:
Junior IC
Employment Type
Part-Time
