Executive Coordinator/ Office Operations Manager

Job Description

Job Description

We are Connally Insurance & Financial Services, a locally owned, relationship based agency serving families and businesses throughout California. We pride ourselves on excellent service, responsiveness, warmth, and expertise. We are a fast-paced office with a strong sense of purpose, high standards, and a friendly, team-oriented culture.

We are looking for an Executive Coordinator who thrives in an environment where every day involves juggling multiple priorities, supporting leadership, streamlining operations, and keeping the organizational engine running smoothly.

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Responsibilities

This is a cornerstone role. You will work directly with the agency owners to:

• Manage calendars, workflows, internal communication and follow-through
• Proficiently be able to write follow up emails
• Post client meetings be able to, organize meeting notes and save to our client management systems
• Prepare client summaries and help prep policies and accounts for the executives before meetings
• Maintain a calm and organized environment when many things are happening at once
• Executive support that looks like expert calendar management, prioritize tasks for management, and schedule appointments with our current clients
• Help coordinate financial advising summaries and follow up with clients
• Improve systems and ensure the office runs efficiently
• Support client appointments, events, and internal operations

You are the person who makes sure things don't fall through the cracks!

Requirements

• Must be naturally organized and take real satisfaction in finishing things and closing loops
• Love supporting a te4am and making other peoples jobs easier
• Anticipate needs before being asked- you're proactive, not reactive
• Communicate clearly and professionally
• Like a small, close, high performing team more than a big corporate office
• Enjoy making checklists, templates, and workflows
• Ability to summarize- need to take meticulous notes during meetings and log these notes in our system