Office Administrator
Listed on 2026-05-16
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Administrative/Clerical
Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Business Administration, Admin Assistant
Investors Preferred Life (IPL) is a fast growing and innovative private placement variable life and annuity provider domiciled in South Dakota and admitted in several other states. We offer a dynamic and collaborative work environment where personal growth and learning are not only possible but also expected. Our team is diverse, active, and versatile, with a premium placed on accountability and collaboration.
This position is located in our Gilbert, Arizona office. The Office Administrator plays a central role in keeping our office running smoothly and serves as a key point of contact for clients, partners, and the internal team. This is a hands‑on, highly visible position best suited for someone who enjoys wearing multiple hats, taking ownership of day‑to‑day operations, and being a reliable presence in the office.
- Serve as the first point of contact for the office: answering phones, greeting visitors, and responding to general inquiries
- Manage day‑to‑day office operations, including mail, office supplies, vendor coordination, and basic calendar support
- Provide administrative and organizational support to the investment team, including document preparation, file organization, and follow‑up tracking
- Maintain accurate electronic and physical records using Microsoft Office and Adobe PDF
- Assist with internal coordination across departments in a collaborative, fast‑moving environment
- Foster professional, courteous relationships with clients and outside partners that reflect positively on the firm
- Take on additional projects and responsibilities as the company grow
- 2–3 years of experience in an administrative, office management, or client‑facing support role
- Experience in the insurance, investment, or financial services industry is preferred but not required
- Highly organized and able to prioritize independently in a small‑team environment
- Strong communication skills and a professional, approachable demeanor
- Comfortable adapting to change and learning new systems and processes
- Proficient in Microsoft Office and Adobe PDF
- Self‑motivated, dependable, and eager to contribute beyond a narrow job scope
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