Office Manager

World Insurance Associates, LLC. • Brentwood, TN

44d

About The Position

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.

Requirements

• 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

Nice To Haves

• Experience with Salesforce and CRM platforms preferred
• Experience with expense management systems (Ramp preferred)

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed