Magellan Financial & Insurance Services, Inc. · 3 days ago
Front Office Assistant
Magellan Financial & Insurance Services, Inc. is looking for a Front Office Assistant to create a welcoming and organized environment at Hayes Advisory Group. The role involves managing client interactions, scheduling appointments, maintaining CRM systems, and providing general administrative support to ensure smooth office operations.
Responsibilities
Be the friendly first point of contact—answer calls, route questions, and help clients feel taken care of
Run the calendar: schedule appointments, send reminders, and keep the day on track
Keep our CRM updated and pull simple reports that help the team stay organized
Proofread and polish weekly articles/scripts (you’ll catch what others miss)
Support event preparation and administrative projects so things run smoothly
Keep the office running: scanning, copying, basic document organization, and general front office support
Help maintain a professional, welcoming space (conference room readiness, light supply coordination, etc.)
Qualification
Required
Comfortable with Microsoft Office (especially Outlook + Excel)
Organized, reliable, and detail-oriented—even when things get busy
Able to work independently and follow through without constant direction
Professional communication skills (you'll be interacting with clients regularly)
Strong sense of discretion and confidentiality
Preferred
Prior administrative/front desk experience preferred
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.