We’re a tight-knit, high-performing financial practice looking for an experienced Office Manager to take charge of our daily operations, lead our support staff, and be the engine behind a smooth, client-centered experience. If you’re detail-oriented, tech-savvy, and thrive in a leadership role where every day brings a new challenge, this could be your next great move.
The Details:
- Location: Hanover, MD
- Schedule: Monday–Friday, 8:00 AM to 4:30 PM
- Pay: $90,000/year plus quarterly performance bonuses
What You’ll Be Doing:
- Overseeing daily office operations and ensuring team accountability
- Creating and refining internal workflows and procedures for maximum efficiency
- Supporting the two lead advisors with scheduling, documentation, and strategic follow-through
- Training new hires and conducting performance evaluations for support staff
- Managing technology platforms, ensuring systems run smoothly, and driving adoption across the team
- Leading initiatives to improve and elevate the client experience across all touchpoints
Perks That Make This Role Stand Out:
- Competitive base salary with bonus opportunities tied to firm performance
- Leadership role with visibility and impact in a growing firm
- Work in a boutique environment with the backing of a Fortune 1000 network
- Collaborate with a passionate, tight-knit team that values quality and service
- Opportunity to make real change in systems, service models, and client experience
You’ll Excel If You Have:
- 10+ years of experience in a financial services or insurance practice
- Life and Health Insurance licenses (required)
- FINRA 6 or 7 and 63/66 licenses (preferred but not required)
- Strong background in financial planning or investment operations
- Experience with CRM systems and planning tools (preferred)
- Excellent communication, leadership, and problem-solving skills
If you’re ready to lead, organize, and help a top-tier financial team deliver standout service, we’d love to hear from you. Apply today and take the next step in your career with a firm that values both your experience and your ambition.
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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