Job Description

Title: Office Manager - Woodbury, Long Island (In-Office)

Location: Woodbury, Long Island (In-Office)

Schedule: Monday – Friday

Office typically closes at 3:00 PM on Fridays

Job Description:

• We are seeking a Office Manager to support the continued growth of the firm by managing day-to-day operational workflows and ensuring a seamless client experience.
• In this role, you’ll work closely with financial advisors, support client onboarding, and coordinate across multiple financial service lines including wealth management, insurance, and tax planning.
• If you are highly organized, detail-oriented, and thrive in a fast-paced, client-facing environment, this could be a great opportunity to grow within a financial services practice.

What You’ll Do:

• Manage client onboarding and data collection, ensuring all required documentation is accurate and complete.
• Oversee deal flow management across services including:

1. Wealth management

2. Life insurance

3. Tax planning

4. Other advisory solutions

• Prepare and track life insurance applications from submission through completion.
• Handle investment account opening and ensure all related documentation is properly processed. Coordinate meeting scheduling, confirmations, and follow-ups with clients and advisors.
• Support social media and digital engagement initiatives to enhance client communication.
• Ensure smooth operational workflow and efficient day-to-day practice management.

What We’re Looking For:

• Highly organized and detail-oriented with strong follow-through.
• Proven ability to manage multiple workflows simultaneously.
• Excellent communication and coordination skills.
• Comfortable working in a fast-paced, client-facing environment.
• Proactive mindset with the ability to anticipate needs and solve problems.
• Experience in financial services, wealth management, insurance, or advisory environments is a strong plus.

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