Office Manager

Job Description

🚀 We're Hiring : Part-Time Office Manager / Sales Assistant

📍 Greenville, OH | 30 Hours / Week | Growth Opportunity

Are you organized, people-focused, and ready to grow your career in financial services? Join a thriving Financial Planning Practice in Greenville, OH as our next Office Manager / Sales Assistant — a key role supporting both our clients and our advisor.

This is more than a job. It’s a stepping stone to a rewarding career in the Financial Services, Insurance, and Benefits industry. Whether you're looking for part-time flexibility or a path to full-time and professional advancement, we’ll support your journey.

What You’ll Do

You’ll be the first point of contact for clients via phone and email. You’ll assist with account updates, paperwork, and scheduling. You’ll prepare reports and meeting materials, coordinate open enrollment sessions, and help keep our CRM system updated and our office running smoothly.

What You Bring

Strong communication and customer service skills

Detail-oriented, organized, and a self-starter

Ability to manage multiple priorities and meet deadlines

Tech-savvy with MS Outlook, Word, Excel (Salesforce and Zoom a plus)

Bonus Points For

Experience in insurance benefits (life, disability, FSA, etc.)

Prior sales support or administrative experience

Interest in becoming licensed as a Financial Advisor or Insurance Agent

Tools We Use

MS Outlook, Excel, Word

Salesforce CRM

Zoom and Microsoft Teams

Perks and Benefits

Retirement plan

Paid time off and holidays

Additional benefits (life, disability, health) available

If you're passionate about helping people and curious about the financial services industry, we’d love to hear from you.

📩 Apply now or message us to learn more!