Job Details

Office Administrator & Insurance Support

3 days ago Be among the first 25 applicants

Financial Planning Alternatives is an independent, community-based financial planning firm offering high-touch financial, investment, and insurance services to clients locally and nationwide.

We are a local, relationship-focused office that takes pride in serving families and professionals within our community, building long-term trust through personal attention and integrity.

We're looking for a detail-oriented, dependable Office Administrator & Insurance Support professional to join our small, collaborative team. This position is ideal for someone who enjoys variety in their day—supporting both client service and back-office operations in a professional, relationship-driven environment.

The right candidate will take ownership of administrative tasks, assist with life insurance processing and servicing, greet clients, help manage office operations, and support marketing and compliance submissions.

Key Responsibilities

• Serve as the first point of contact for clients and visitors—greet clients warmly and assist with scheduling, paperwork, and inquiries.
• Support the CFP advisor with day-to-day insurance operations including new business applications, policy service requests, and carrier follow-ups.
• Maintain accurate client and policy records in CRM and insurance tracking systems.
• Oversee and coordinate the firm's social media accounts, including posting, monitoring engagement, and submitting content for compliance approval.
• Provide general office management support—supplies, mail, scanning, and filing.
• Coordinate with vendors, carriers, and marketing partners as needed.
• Assist with client communications, mailings, and event preparation.

Qualifications

• 2+ years of office administration, insurance, or financial services experience preferred.
• Strong attention to detail, organization, and follow-through.
• Proficiency in Microsoft Office and comfort learning new systems.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a small-team environment.
• Experience with social media, marketing, or compliance submission processes is a plus.
• Life and Health Insurance License (or willingness to obtain).
• Financial education or background a plus.

Why Join Us

• Collaborative, professional environment with supportive leadership.
• Opportunity to grow your skills in both insurance operations and financial services.
• Possibility for part-time hours.
• Competitive pay, paid holidays, and PTO.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Administrative

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