Operations and Finance Administrator

Job Overview

To ensure the efficient and effective administration of day to day office operations, to maintain agency and individual insurance licensing, and to keep accurate records of company finances. This includes but is not limited to: running bimonthly company payroll (outsourced to a payroll company), handling receivables and payables, preforming basic QuickBooks entries and adjustments, performing office and vendor management, working with state licensing agencies and insurance carriers for accurate licensing upkeep.

Job Responsibilities

• Manage payroll process along with company’s payroll company
• Handle all receivables and payables
• Perform basic QuickBooks operations including journal entries, adjustments and reconciliations
• Work with firm’s CPA on QuickBooks administration, as needed
• Maintain current licenses for firm and individual employees
• Maintain relevant insurance compliance requirements
• Organize the office layout; order office supplies when needed
• Organize and document office operations and procedures; ensure these procedures are being followed by staff
• Coordinate with IT department on all office equipment
• Manage contracts and price negotiations with vendors and service providers (related to the business)
• Provide general support to visitors who come into the office
• Assist in the onboarding process for new hires, including phones, email setup, computers, etc.
• Plan in-house or off-site activities such as conferences and celebrations

• B.A. or B.S. required
• Proficiency in QuickBooks, Excel, Word and PowerPoint
• Excellent verbal and written communications skills, previous sales experience a plus
• Ability to perform at SOLVERS level

All your information will be kept confidential according to EEO guidelines.