Valmark Financial Group · 1 month ago
Office Administrator
Opelika, AL, United States
Full-time
Onsite
New Grad, Entry LevelValmark Financial Group is a full-service financial planning firm with over 50 years of experience. They are seeking an Office Administrator to interact with clients and professional advisors, ensuring exceptional service and maintaining organizational standards.
Financial Services
Responsibilities
Deliver exceptional customer service to clients and professional advisors both in person and remotely, ensuring a positive first impression and ongoing experience
Manage all forms of communication—phone calls, emails, and digital platforms—with professionalism and accuracy, directing inquiries to the appropriate party
Coordinate and manage calendars, appointments, calls, meetings, conferences, and travel arrangements for the Owner/CEO and team members
Support insurance producers and the broader team in day-to-day activities, exercising independent judgment to prioritize competing demands
Maintain meticulous records for accounts payable and receivable, organize electronic files, and ensure compliance with industry standards
Handle invoicing, expense reports, compliance submissions, and occasionally assist with event planning and logistics for client relationship-building activities
Prepare and send weekly emails, update content across technology platforms, and report engagement results to leadership
Edit and manage correspondence, unlock PDFs, review data entry, and maintain pipeline reports for operational efficiency
Serve as the primary point of contact for office vendors (FedEx, UPS, USPS, shredding services) and manage office supplies and mail distribution
Oversee sponsorships, membership renewals, and conference/exhibit planning for the firm
Support marketing efforts by drafting/editing social media posts, sending invitations, and updating the company website
Foster a collaborative and inclusive work environment by coordinating office events, staff luncheons, and employee celebrations
Qualification
Required
Exceptional verbal and written communication skills
Polished and professional demeanor
Strong organizational skills with attention to detail
Comfort with technology and digital platforms
Self-motivation and discipline
Proactive approach with the ability to prioritize
Ability to work effectively in a fast-paced, dynamic environment
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Proven experience in QuickBooks
Preferred
Associate's degree is preferred
Familiarity with clientele and professional advisors is a plus
Company
Valmark Financial Group
ValMark Financial Group is a broker-dealer for life insurance and securities with operations in Ohio and Minnesota.
Founded in 1963
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry J. Rybka, JD, CFP®
Chairman and CEO
Elizabeth Kozenko
Chief Financial Officer
Recent News
Morningstar.com
2025-09-19
2025-07-31
Company data provided by crunchbase