Office Manager
Share
Job Location:
Brentwood, TN - USA
Monthly Salary:
Not Disclosed
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Overview
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals.
Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Summary
We are seeking a proactive highly organized Office Administrator to serve as the operational backbone of our financial services firm. This individual will manage compliance timelines expense processes executive support client experience initiatives and day-to-day office operations. The ideal candidate anticipates needs manages recurring deadlines independently and ensures the firm runs smoothly and professionally at all times.
Key Responsibilities
Compliance & Financial Operations
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 equalopportunityworkplace. 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 addition WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean 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.
#LI-GP1
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals.
Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Summary
We are seeking a proactive highly organized Office Administrator to serve as the operational backbone of our financial services firm. This individual will manage compliance timelines expense processes executive support client experience initiatives and day-to-day office operations. The ideal candidate anticipates needs manages recurring deadlines independently and ensures the firm runs smoothly and professionally at all times.
Key Responsibilities
Compliance & Financial Operations
- Manage monthly and quarterly compliance requirements
- Process and reconcile advisor and office expenses (Ramp)
- Create and submit monthly rent invoices to accounting
- Provide calendar oversight and scheduling support for leadership
- Prepare meeting materials in advance of committee meetings
- Coordinate weekly team meetings
- Assist with external event logistics and leadership initiatives
- Maintain CRM systems (Salesforce Redtail) with accurate data
- Assemble and ship client gifts and birthday cards
- Coordinate branded giveaways and promotional materials
- Plan and execute annual holiday gifting and card campaigns
- Assist with employee onboarding and equipment returns
- Support internship hiring processes
- Order and manage office supplies and vendor relationships
- Maintain office readiness for client and partner visits
- Ensure common areas are stocked organized and presentable
- Exceptional organizational and time management skills
- Strong attention to detail and follow-through
- Ability to manage multiple priorities and recurring deadlines
- Professional written and verbal communication skills
- Proficiency with Microsoft Office Suite including Outlook
- Experience with Salesforce and CRM platforms preferred
- Experience with expense management systems (Ramp preferred)
- Ability to work independently and anticipate operational needs
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 equalopportunityworkplace. 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 addition WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean 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.
#LI-GP1
Required Experience:
Junior IC
Key Skills
- Office Manager Experience
- Microsoft Office
- Management Experience
- QuickBooks
- Accounting
- Office Experience
- Dental Office Experience
- Payroll
- Administrative Experience
- Eaglesoft
- Human Resources
- Bookkeeping
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
