Forecast Planning Manager jobs in Virginia

OFFICE MANAGER, First Command Financial Services, Fairfax, VA

40 hour/week, Monday -Friday, In person, Salary plus Bonus, option for SEP IRA

POSITION OVERVIEW

The Office Manager is responsible for the day-to-day activities, operations, and compliance of the district office and reports directly to the District Advisor. The Office Manager is also responsible for the supervision and training of office support personnel and ensures that each advisor team has the tools needed to care for clients.

BUSINESS OPERATIONS

• Manage day to day office logistics, supplies, equipment, vendors, to include negotiation of leases and troubleshooting of equipment

• Bookkeeping of all District Advisor and District Office expenses to include managing QuickBooks, Pool Payroll, and Advisor Office Bills

• Evaluating & reassigning move-in clients to new local advisor

• Contacting District Advisor clients with life insurance rider opportunities to include quote, sale, and implementation

• Tracking Marketing and Recruiting expenses for ROI

PERSONNEL

• Supervise the Admin pool and the Receptionist

• Hiring of Support Staff: new Administrative Assistants and Receptionist

• Time tracking of new Advisors

• Meet with the new Advisor teams and junior Advisor teams daily to evaluate training needs and administrative actions

• Assist the District Advisor in coaching the new and junior Advisors in business development such as prospecting, networking, team management, processes, etc

• Provide regular training for the admin, both new and experienced, as well as making sure teams are current on changes implemented by Home Office departments

• Assist all advisor teams in troubleshooting problems through guidance and knowledge of Home Office resources, such as tech resources and subject matter experts

• Assist District Advisor in team building

COMPLIANCE

• Perform periodic internal compliance reviews of sales

• Maintain district compliance files: training documentation, correspondence, complaints, security breaches, advertising and marketing

• Maintaining updated District Business Continuity Plan

• Compliance Inspection Liaison

MINIMUM REQUIREMENTS

• Bachelor’s degree or equivalent professional experience

• Strong written and verbal communication

• Effective organizational skills

• Ability to manage personnel and implement processes

• Self-motivated team player

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• Paid time off

Schedule:

• Monday to Friday

Experience:

• personnel management: 2 years (Preferred)
• QuickBooks: 1 year (Preferred)

Ability to Commute:

• Fairfax, VA 22033 (Required)

Ability to Relocate:

• Fairfax, VA 22033: Relocate before starting work (Required)

Work Location: In person