Job Description
Office Manager & Annuity Coordinator 1st Opulence Financial Position Overview At 1st Opulence Financial, we believe financial planning is about more than money — it is about helping people grow personally, professionally, and financially. We are seeking a highly motivated, organized, and client-focused professional to serve as our Office Manager & Annuity Coordinator . This leadership role combines day-to-day office operations with the oversight and growth of the firm’s annuity business. The ideal candidate is someone who thrives in a fast-paced environment, enjoys helping clients and team members succeed, and is passionate about delivering exceptional service and operational excellence. This position will play a critical role in supporting advisors, managing office functions, improving client experiences, and helping grow annuity production through organization, follow-through, and relationship management. Key Responsibilities Office Management & Operations Manage daily office operations and administrative workflows Oversee office systems, scheduling, and communication processes Supervise and support administrative staff Coordinate onboarding and training for new team members Maintain office organization, records, and compliance documentation Manage vendor relationships, office supplies, and operational needs Ensure exceptional client service standards are consistently maintained Support advisors with meeting preparation, client follow-up, and operational efficiency Maintain confidentiality of client and company information Annuity Coordinator Responsibilities Oversee the firm’s annuity business operations and processing Serve as the primary point of contact for annuity case management Coordinate annuity applications, transfers, suitability paperwork, and follow-up requirements Build and maintain strong relationships with insurance carriers and wholesalers Assist advisors in identifying appropriate annuity solutions for clients Track annuity business pipelines and ensure timely processing of cases Monitor industry trends, product changes, and carrier updates Help create annuity education materials and client presentations Support training initiatives related to annuity products and processes Maintain compliance standards related to insurance and annuity business Qualifications Minimum 3 years of office management, financial services, insurance, or operations experience Experience with annuities, insurance products, or wealth management preferred Strong organizational and multitasking abilities Excellent communication and interpersonal skills High attention to detail and follow-through Ability to work independently and collaboratively within a team environment Professional demeanor with strong client service skills Proficiency in Microsoft Office, CRM systems, and office technology Insurance licensing preferred or willingness to obtain licensing Preferred Traits Positive attitude and servant leadership mindset Strong problem-solving abilities Self-motivated and growth-oriented Ability to handle confidential information professionally Passion for helping clients and teammates succeed Comfortable working in a fast-growing organization Compensation & Benefits Competitive compensation based on experience Bonus and growth opportunities available Professional development opportunities Supportive and team-oriented culture Opportunity to grow within a rapidly expanding financial services firm About 1st Opulence Financial At 1st Opulence Financial, our mission is to help individuals and families create financial confidence and long-term success. We are building a culture centered around integrity, service, growth, and making a meaningful impact in the lives of others. We are looking for team members who want to be part of something bigger than themselves and who are excited to grow alongside a company committed to excellence. To apply, please submit your resume and a brief introduction explaining why you would be a great fit for our team. Pay: $65,000.00 - $75,000.00 per year Benefits 401(k) 401(k) matching Paid time off Work Location: In person