Front Office Assistant jobs in United States
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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.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
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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

Microsoft OfficeProfessional communicationAdministrative experienceOrganizational skillsDiscretionConfidentiality

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.

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The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.

Funding

Current Stage
Growth Stage

Leadership Team

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Austin Nachbar
Director of Strategic Partnerships
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Brendon Reed
Director of Strategic Partnerships
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Company data provided by crunchbase