Licensed Office Manager - Monarch Group - Lakewood, CA
Core
Administrative operations support for a financial services practice, managing office logistics, client files, and marketing materials.
Role type
Licensed Office Manager
Builds
Office operations, client correspondence, and marketing distribution
Domain
Financial Services
Required skills
Securities licensing, Life/Health/Annuity licensing, CRM management, inventory control, Standard Operating Procedures development, event coordination, Salesforce proficiency, Microsoft Office suite
Preferred skills
Financial product knowledge, multi-tasking under interruption, confidentiality handling
Responsibilities
Maintain inventory and purchase office supplies, Develop and execute Standard Operating Procedures, Organize and maintain client correspondence and mailing lists, File client meeting notes in CRM, Assist with organization and execution of events, Maintain physical and electronic files
Seniority
Individual Contributor, operational support