Job opportunity
Hybrid Office Manager: Underwriting & Client Experience
Trevor Frances Recruitment
Trevor Frances Recruitment is seeking an Office Manager for an underwriting and client satisfaction role within a high-performing financial advisory practice. You will serve as the operational backbone, protecting the Principal's time while managing insurance underwriting pipelines and client workflows.
You will handle calendar management, scheduling, email triage, meeting prep, and follow-up. The role requires excellent communication, proficiency with MS Office and CRMs, and a proactive,
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Apply on source site You will handle calendar management, scheduling, email triage, meeting prep, and follow-up. The role requires excellent communication, proficiency with MS Office and CRMs, and a proactive,
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