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Jordan Insurance & Investments Inc.

<div><h2 class="jobSectionHeader"><b>Job Overview</b></h2><div><p><b>
Administrative Assistant/Office mgr. (Part-Time) Financial Services / Retirement Planning</b></p><p><b>
Location: 100 Fountain Ave. Suite 404</b></p><p>
We're seeking a dependable, detail-oriented Administrative Assistant/Office manager to support a busy financial services and retirement planning office. This role is ideal for someone who enjoys being organized, communicating professionally with clients, and keeping daily operations running smoothly. You'll assist with scheduling, client communications, document preparation, and office coordination while maintaining confidentiality and accuracy.</p><ul><li>3&ndash;4 days per week</li><li>7 hours per day</li><li>Hours: [ 9:00 AM&ndash;5:00 PM] 1 hr. lunch (set schedule with some flexibility as needed)</li></ul><p></p><p><br>
Salary Range: $13.00 per hour</p></div>
<h2 class="jobSectionHeader"><b>Benefits</b></h2><div><p>
Hourly Base Salary + Bonus Opportunities</p>
Career Growth Opportunities<br>
Hands on Training<br>
Mon-Fri Schedule<br>
</div><h2 class="jobSectionHeader"><b>
Requirements</b></h2><div><p><b>
Required Qualifications</b></p><ul><li>High school diploma or equivalent</li><li>Strong attention to detail and ability to follow documented processes</li><li>Professional communication skills (phone, email, and in-person)</li><li>Comfortable with computers and office equipment (scanner, copier, printer)</li><li>Ability to maintain confidentiality and handle sensitive information</li></ul><p><b>
Preferred Qualifications (Nice to Have)</b></p><ul><li>1+ year administrative, receptionist, or office support experience</li><li>Experience with Microsoft Office and/or Google Workspace</li><li>Comfortable working with client records, forms, and compliance-minded processes</li><li>Financial services, insurance, banking, or professional office experience a plus</li><li>Efficient typing</li></ul><p></p><p><b><br>
Skills &amp; Traits We Value</b></p><ul><li>Organized, reliable, and punctual</li><li>Friendly and client-focused</li><li>Able to manage multiple tasks without losing accuracy</li><li>Comfortable working independently and as part of a small team</li><li>Willing to learn new systems and procedures</li></ul></div><br>
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<h2 class="jobSectionHeader"><b>Responsibilities</b></h2><div><p><b>
Key Responsibilities</b></p><ul><li>Greet clients and provide professional, welcoming in-office experience</li><li>Answer phones, manage email communication, and route requests appropriately</li><li>Schedule appointments, manage calendars, and send reminders/follow-ups</li><li>Prepare, organize, scan, and file client documents (digital and paper)</li><li>Support meeting preparation (packets, forms, notes, basic follow-up tasks)</li><li>Perform data entry and maintain accurate client records</li><li>Assist with basic office tasks such as supply ordering and general organization</li><li>Help track workflow items, deadlines, and outstanding client requests</li><li>Handle sensitive client information with discretion and professionalism</li><li>Other administrative duties as assigned</li></ul><p><b>
Administrative Assistant/Office mgr. (Part-Time) Financial Services / Retirement Planning</b></p><p><b>
Location: 100 Fountain Ave. Suite 404</b></p></div><p></p><h2 class="jobSectionHeader"><b><br>
About Us</b></h2><div>
We are a premier Allstate Agency specializing in Home, Life, and Auto insurance. Our dedicated staff work incredibly hard to ensure that our clients are completely satisfied! We only hire the best and most dedicated employees to our team.</div></div>

Administrative assistant/ Office manager

Join Jordan Insurance & Investments Inc. and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Jordan Insurance & Investments Inc.

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Administrative assistant/ Office manager