Sales Office Administrator

Location: Onsite, Iowa
Work Type: Full Time Regular
Job No: 504933
Categories: Administrative/Support
Final date to receive applications: Open Until Filled

Mutual of Omaha Advisors is seeking a motivated and detail-oriented professional to support our Advisor Network in our Clive Iowa office. This role is integral to the day-to-day success of our team and involves a broad range of responsibilities, including supporting local leadership, ensuring securities product compliance, processing advisor compensation, assisting with advisor business development and prospecting efforts, managing premium processing and accounting, and handling expense reporting.

Join a collaborative, high-performing team and play a key role in keeping our office running smoothly while contributing to the success of our advisors.

This role will require you to work onsite Monday – Friday.

• Hourly Rate: $23.50 - $24.00 plus incentive award opportunity.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

• You’ll perform various office support functions, including answering calls, welcoming clients, maintaining filing systems, scheduling appointments, and managing office machines.
• Handle application entry, compliance resolution, and client support while identifying marketing opportunities and managing client information using Salesforce.
• Manage advisor pay functions, ensure pay accuracy, handle expenses, process invoices, and monitor financial accounts.
• Assist with report analysis, contracting administration, and maintaining office materials and supplies while providing training and support to coworkers and agents.
• Resolve office-related issues, collaborate with home office personnel and landlords, and support local management with their daily tasks, enhancing overall office efficiency.
• Onsite Monday - Friday office hours.

• Strong computer knowledge to include office software products such as Microsoft Office Suite and Excel.
• Strong human relations and communication skills; telephone and customer service skills.
• Ability to manage calendars, schedule meetings, and coordinate logistics.
• Comfortable multitasking and prioritizing in a fast-paced environment.
• Organization, attention to detail, analytical, problem solving and clerical support skills.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

• Ability to manage calendars, schedule meetings, and coordinate logistics.