Company Overview World Insurance Associates (“World??) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position SummaryWe are seeking a proactive, highly organized Office Administrator to serve as the operational backbone of our financial services firm. This individual will manage compliance timelines, expense processes, executive support, client experience initiatives, and day-to-day office operations. The ideal candidate anticipates needs, manages recurring deadlines independently, and ensures the firm runs smoothly and professionally at all times.Key ResponsibilitiesCompliance & Financial OperationsManage monthly and quarterly compliance requirementsProcess and reconcile advisor and office expenses (Ramp)Create and submit monthly rent invoices to accountingExecutive & Team SupportProvide calendar oversight and scheduling support for leadershipPrepare meeting materials in advance of committee meetingsCoordinate weekly team meetingsAssist with external event logistics and leadership initiativesClient Experience & Marketing SupportMaintain CRM systems (Salesforce, Redtail) with accurate dataAssemble and ship client gifts and birthday cardsCoordinate branded giveaways and promotional materialsPlan and execute annual holiday gifting and card campaignsHuman Resources & Office OperationsAssist with employee onboarding and equipment returnsSupport internship hiring processesOrder and manage office supplies and vendor relationshipsMaintain office readiness for client and partner visitsEnsure common areas are stocked, organized, and presentableQualificationsExceptional organizational and time management skillsStrong attention to detail and follow-throughAbility to manage multiple priorities and recurring deadlinesProfessional written and verbal communication skillsProficiency with Microsoft Office Suite, including OutlookExperience with Salesforce and CRM platforms preferredExperience with expense management systems (Ramp preferred)Ability to work independently and anticipate operational needsEqual Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing AgenciesWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department. CompensationThe base salary for this position at the time of this posting may range from $50,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit
Job Title
Office Manager