Simplicity Group
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Office Administrator
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Simplicity Group 3 days ago Be among the first 25 applicants Join to apply for the
Office Administrator
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Simplicity Group 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 Referrals increase your chances of interviewing at Simplicity Group by 2x Get notified about new Office Administrator jobs in
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Office Administrator
role at
Simplicity Group 3 days ago Be among the first 25 applicants Join to apply for the
Office Administrator
role at
Simplicity Group 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 Referrals increase your chances of interviewing at Simplicity Group by 2x Get notified about new Office Administrator jobs in
Irvine, CA . Front Desk Receptionist for Fast Paced Law Office
Future Opening: Agent's Executive Assistant - State Farm Agent Team Member
Irvine, CA $80,000.00-$120,000.00 2 weeks ago Irvine, CA $66,800.00-$142,800.00 1 week ago Santa Ana, CA $45,000.00-$52,000.00 1 week ago Irvine, CA $53,000.00-$73,000.00 2 weeks ago Executive Personal Assistant & Office Administrator
Orange County, CA $70,000.00-$80,000.00 1 week ago Newport Beach, CA $80,000.00-$120,000.00 2 weeks ago Executive Assistant to VP of Human Resources
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr