Part-time Office Admin

Job Description

SELAX Brokerage is a technology-enabled financial services distribution organization providing financial advisors with access to leading insurance and annuity products, integrated technology, marketing solutions, and business development support. As we establish and expand our Washington, DC headquarters, we are seeking an organized, proactive, and highly dependable Office Manager & Sales Operations Administrator. This individual will be responsible for maintaining the daily operational effectiveness of the office, supporting the sales organization, coordinating administrative activities, and ensuring leadership and team members have the resources necessary to operate efficiently. The ideal candidate is a self-starter who takes ownership, anticipates needs, solves problems, and thrives in a fast-paced entrepreneurial environment.

• Office Management & Administration
• Oversee daily operations of the Washington, DC headquarters.
• Maintain a professional, organized, and productive office environment.
• Coordinate office supplies, equipment, vendors, utilities, and maintenance.
• Manage incoming telephone calls, correspondence, visitors, and deliveries.
• Coordinate meeting rooms, conference calls, presentations, and office events.
• Maintain office records, calendars, documents, and administrative procedures.
• Serve as the primary administrative point of contact for office-related matters.
• Sales Desk & FORGE Program Support
• Provide administrative support to the SELAX sales organization.
• Coordinate daily sales meetings, training sessions, and team schedules.
• Track attendance, punctuality, and completion of assigned activities.
• Support the onboarding and scheduling of Sales Development Associates.
• Assist management with maintaining sales activity reports and dashboards.
• Monitor CRM data completeness and follow-up task completion.
• Coordinate advisor appointments, training invitations, and presentations.
• Help ensure sales opportunities are routed to the appropriate team members.
• Advisor Relations & Business Processing
• Support communication with financial advisors, carriers, and business partners.
• Assist with advisor contracting and onboarding coordination.
• Monitor outstanding documentation and administrative requirements.
• Coordinate follow-up regarding pending advisor applications and business submissions.
• Help maintain accurate advisor and production records.
• Escalate unresolved service matters to appropriate management personnel.
• Recruiting & Employee Onboarding
• Coordinate interviews, candidate communications, and recruiting schedules.
• Assist with employment paperwork and onboarding checklists.
• Organize employee training schedules and orientation materials.
• Maintain employee administrative files in accordance with company procedures.
• Coordinate with payroll, benefits, and external HR service providers.
• Support management with employee performance-review scheduling and documentation.
• Executive & Financial Administration
• Provide administrative support to the Principal and executive leadership.
• Maintain executive calendars, appointments, and meeting preparation.
• Coordinate invoices, vendor payments, expense records, and receipts.
• Assist with organizing documents for accounting and financial reporting.
• Support investor, carrier, and national-account meetings.
• Track administrative deadlines and ensure timely follow-through.

Skills and Requirements

QUALIFICATIONS

• Previous experience in office administration, operations, executive assistance, or office management preferred.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• Proficiency with Microsoft Office, Google Workspace, and business software.
• Experience with CRM systems preferred.
• Ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and commitment to confidentiality.
• Professional demeanor and strong interpersonal skills.
• Experience in financial services, insurance, or sales organizations is helpful but not required.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.