Office Manager

Job Description

We are seeking a highly organized and detail-oriented Office Manager to join our team in the Finance & Insurance industry. The successful candidate will be responsible for providing exceptional customer service, managing day-to-day office operations, and ensuring the smooth functioning of our business. This is an exciting opportunity for a motivated and experienced professional to take on a leadership role and contribute to the growth and success of our organization.

Responsibilities

• Greet visitors, determine their needs, and direct them to the proper person or office.
• Take messages for agency personnel.
• Maintain a neat and tidy reception area, clearing up any clutter on an ongoing basis, and maintain a professional, comfortable general office atmosphere.
• Provide exceptional customer service to internal and external clients, responding to inquiries and resolving issues in a timely and professional manner
• Manage and maintain accurate records and databases using Zoho and other software applications
• Perform administrative tasks, including data entry, filing, and document preparation
• Keeps an up-to-date calendar of all staff, noting when they are away from the office and their expected return time.
• Assembles and binds policies, proposals, marketing materials, etc. as needed.
• Actively seeks out and performs other agency services support functions and performs clerical duties, as requested or required by others, such as copying, scanning, faxing or filing.
• Maintain a high level of organization and productivity, prioritizing tasks and managing multiple projects simultaneously
• Assist with financial tasks, including processing payments and reconciliations using QuickBooks Online
• Develop and implement processes to improve office efficiency and productivity
• Collaborate with the management team to achieve business objectives and goals
• Act as a mail room, responsible for opening and sorting mail

Requirements

Benefits

Performance-based bonuses

Paid time off

Matching-Gifts

Professional development

Alternative Work Schedule available

Additional benefits may become available as time progresses

Requirements

1-3 years of experience in an office management or administrative role Excellent customer service skills, with the ability to communicate effectively with diverse stakeholders Proficiency in Zoho and other software applications, including Microsoft Office Experience with QuickBooks Online and other accounting software Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects Availability to work a flexible schedule, including some evenings and weekends as needed