Office Administrator

Simplicity Group; Irvine (CA); On-site; USD 60,000 - 80,000; Part time

Job summary

Simplicity Group is seeking a detail-oriented Office Administrator to support administrative operations in Irvine, CA. The role includes e-filing, ordering supplies, and client support tasks, with a focus on maintaining an organized workflow. Ideal candidates should have a high school diploma and prior office experience, as well as proficiency in Microsoft Office and excellent communication skills.

Benefits

California Sick Time

Paid parking

Qualifications

• Requires at least 1 year in office administrator position.
• Experience with Annuities and Life Insurance is a plus.

Responsibilities

• General Office Admin duties including e-filing and ordering supplies.
• Support new business via processing delivery requirements.

Skills

Customer service

Communication

Detail Oriented

Self-Motivated

Education

High school Diploma / GED

Advanced degree preferred

Tools

Microsoft Office

Google Workspace

Job description

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Job Description

Position Title: Office Administrator

Reports to: Principal Partner

Department: Administration

Location: 19000 Macarthur Blvd. #450, Irvine, CA 92612; In-Office

Classification: Part-time, NonExempt

Summary / Job Objective: General Office Admin duties include supporting the general workflow of the other staff via regular duties below and as requested by Staff.

Primary Job Duties:

E-Filing

• Scan paper docs into Scan folder
• Place all original/paper documents processed daily in the folder assigned for the day
• Save and Label docuements in our electronic filing and data transmission system
• Download files from Agency Management System and save accordingly
  
  

New Business Support

• Order insurance exams
• Order medical records
• Send applications and requirements to insurance carriers
• Process delivery requirements for advisors and agents
• Mainain and update undewriting database per new case responses
  
  

Misc

• Ordering and Organzing Office Supplies
• Scanning documents to other Staff as needed
• Assist with Mail – Sorting, Postage, Picking Up Mail
• Call Insruance Carriers, Agents, Advisors for basic information as needed
• Miscellaneous database and excel work
  
  

Lead, Client, and Mail Support includes sending out monthly letters to a varitey of groups

• This process can include:
• Retreiving data from existing databases
• Downloading data from insurance carrier or vendor websites
• Completing mail merges and printing letters
• Stuffing envelopes and applying postage
• Database management and administration
  
  

Qualifications:

• High school Diploma / GED required; advanced degree preferred
• At least 1 year in office administrator position
• Experience with Annuities, Life Insurance a plus
• Proficient with Microsoft Office – Word, Excel, Power Point
• Experience with Google Workspace preferred
  
  

Core Competencies:

• Strong customer service acumen
• Strong communication skills; written, verbal, telephonix
• Detail Oriented
• Self-Motivated
• Ablet to work successfully in both a team environment as well as independently
  
  

Compensation & Benefits:

Compensation (based On Experience)

• Hourly rate: $18.00 - $22.00/hour
• This is a NonExempt position
  
  

Benefits

• California Sick Time
• Paid parking
  
  

Location: 19000 Macarthur Blvd. #450, Irvine, CA 92612; this is an in-office position

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Administrative

• Industries

  Insurance and Employee Benefit Funds

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