Client Experience & Office Operations Lead (On-Site)

Magellan Financial & Insurance Services, Inc.; Virginia Beach (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

Magellan Financial & Insurance Services, Inc. seeks an on-site Office Coordinator in Virginia Beach to own client communications, manage applications, and coordinate the office calendar and events.

You will work closely with advisors, handling confidential information with accuracy and prioritization to keep workflows running smoothly. Five days a week in the Virginia Beach office, with a focus on reliability and attention to detail.

Qualifications

• You've owned a client-service, administrative workflow from intake through completion.
• Warm, professional communication by phone, email, and in person.
• Accuracy in a confidential environment—catch issues early.
• Independent prioritization across calls, calendars, and events.
• Willingness to work full-time on-site in Virginia Beach.

Responsibilities

• Own client contact, messages, and routing to the right advisor.
• Ensure accurate financial applications from intake to completion.
• Manage the office calendar, meetings, and deadlines.
• Keep CRM and files up to date with timely follow-ups.
• Coordinate client events and office logistics.

Skills

Client-service mindset

Phone and email communication

Confidentiality & accuracy

Independent prioritization

Tools

CRM

Calendar management

Job description

Magellan Financial & Insurance Services, Inc. seeks an on-site Office Coordinator in Virginia Beach to own client communications, manage applications, and coordinate the office calendar and events.

You will work closely with advisors, handling confidential information with accuracy and prioritization to keep workflows running smoothly. Five days a week in the Virginia Beach office, with a focus on reliability and attention to detail.