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Financial Office Coordinator ( Hybrid/ Paid Internship)

Job Overview:
We are seeking a detail-oriented and motivated office coordinator to support our growing financial services team. This a part-time role is ideal for someone interested in the financial industry, operations, and agent development.

You will play a key role in helping new agents successfully onboard, get licensed, and stay organized throughout the process.

Key Responsibilities:

  • Track and manage policy placements and submissions
  • Coordinate scheduling and onboarding for new agents
  • Assist new agents with obtaining study materials and starting the licensing process
  • Monitor progress of agents through licensing and carrier appointments
  • Maintain organized records and follow-ups to ensure timely completion
  • Provide administrative and executive assistant support to leadership

Qualifications:

  • Strong organizational and communication skills
  • Detail-oriented with ability to track multiple processes
  • Self-starter with a proactive mindset
  • Comfortable with basic administrative tools (Google Workspace, CRM systems, etc.)
  • Interest in financial services, insurance, or business operations (preferred but not required)

Compensation:

  • Paid Internship
  • Commission & Bonuses opportunities based on performance

Why Join Us:

  • Flexible office schedule
  • Hybrid opportunities
  • Growth opportunity within financial services and agency leadership
  • Hands-on experience working with licensed agents and business operations

Pay: $10.00 - $20.00 per hour

Benefits:

  • Flexible schedule

Work Location: Hybrid remote in Fort Lauderdale, FL 33309

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