Position: Office Manager/Executive Assistant for OneFlorida Financial Group
Hours: Monday-Thursday 8:30am-2:30pm and Friday 8:30am-12:30pm (Part-Time)
Location: In Person at the OneFlorida office
Compensation: $35,000 annually
Responsibilities
Office Management Duties:
- Retrieve and distribute mail
- Management and organization of physical and digital documents
- Monitor supply inventory for OneFlorida Financial Group and communicate needs to Indy office
- Perform reception duties; including welcoming clients, scheduling conference rooms, and answering phones
- Communicate with property management staff, including creating and managing maintenance orders
- HR Support: Assist with onboarding new employees, including setting up workstations, welcome bags for new employees, and providing training on office procedures
- Additional responsibilities as assigned
Executive Assistant Duties:
- Maintain Executive’s calendar, ensuring efficient scheduling. Coordinate meetings as needed, ensuring all logistics are handled (Recruiting, Quarterly Reviews, Annual Reviews, etc)
- Arrange travel for Executive
- Confidential document handling: Handle sensitive documents and maintain confidentiality
- Task Prioritization: Help prioritize tasks and manage deadlines for Executive
- Effectively communicate to team on behalf of Executive
- Additional responsibilities as assigned
Business Management Duties:
- Assist Executive & Advisors with business placement
● Help Executive fill out personal applications & manage DocuPace
● Help advisors with DocuPace
● Communicate with case manager and follow up with any requests to keep the process moving forward
● Communicate with underwriters as needed
● Monitor cases OneSource
- Manage social media accounts for OneFlorida Financial Group
- Event planning for OneFlorida Financial Group
- Keep CRM information updated on advisors and recruits
- Additional responsibilities as assigned
Skills Required
- Organizational Skills: Ability to manage multiple tasks
- Excellent communication skills: Strong verbal and written communication abilities. Professional demeanor when interacting with clients and staff.
- Time management: Efficiently manage time. Ability to handle urgent issues as they arise while maintaining ongoing responsibilities.
- Technological proficiency: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
- Customer Service Orientation: Friendly and Professional. Strong interpersonal skills.
- Calendar Management
- Travel Coordination: Experience in arranging travel plans, including flights, accommodations, and itineraries. Attention to detail to ensure all travel logistics are handled smoothly.
- Confidentiality: High level of discretion in handling sensitive information and documents. Trustworthiness to maintain confidentiality in all aspects of the role.
- Attention to detail
- Proactive attitude
- Proficiency with social media
- Ability to learn and execute new skills
Pay: $35,000.00 per year
Work Location: In person
