Find & Apply For Office Manager Jobs in Bemidji, Minnesota

Office Administrator -

Insurance, Tax & Financial Services Company:

Fieldstone Financial Group Location:

Bemidji, Minnesota Employment Type:

Full-Time with

Flexibility Position Summary:

Fieldstone Financial Group is seeking a proactive, detail-oriented Office Administrator to support our growing insurance, tax preparation, tax planning, and investment services operations. This position plays an important role in delivering an exceptional client experience while keeping daily office operations organized, efficient, and professional. The Office Administrator will support multiple licensed professionals, coordinate client communications and appointments, maintain accurate client records, manage administrative workflows, and assist with the coordination of services across our business lines. The ideal candidate thrives in a fast-paced environment, takes ownership of responsibilities, anticipates needs, and understands that accuracy, responsiveness, confidentiality, and follow-through without constant direction are essential. They recognize that small administrative details can have a significant impact on client relationships and business operations. We value initiative and a willingness to learn. Relevant training and certifications will be supported for the right candidate.

Key Responsibilities:

Office/Client Services Serve as a professional and welcoming first point of contact for clients by phone, email, and in person. Maintain accurate, complete, and organized client information within the company's CRM system. Provide cross-functional support during busy periods, particularly tax season, insurance renewal periods. Monitor outstanding client requests and follow up to ensure items are completed promptly. Maintain calendars, coordinate meetings, and manage competing priorities across multiple professionals. Insurance Administration Provide administrative support to insurance professionals, including appointment scheduling, client follow-ups, policy documentation, renewals, and service requests. Assist with organizing insurance applications, policy records, and related correspondence. Track outstanding underwriting requirements, client documents, and renewal activities. MN (P&C) insurance producer license/CSR is a plus. Willingness to obtain licensing is encouraged. Fieldstone will cover approved licensing and training costs for the right candidate. Tax Preparation & Tax Planning Support Assist with tax-season administration, including client appointment scheduling, organizer distribution, document collection, and follow-up on missing information. Organize and maintain tax client files and track return status, outstanding items, and deadlines. Support tax professionals with administrative preparation, document routing, workflow coordination, and client communications. Help maintain organized workflows for clients receiving tax preparation, bookkeeping, tax planning, or related services. Qualifications & Skills Ability to manage multiple priorities, meet deadlines, and work efficiently in a fast-paced environment. Strong follow-through, accountability, and problem-solving skills. Comfort learning new software, technology, and business processes. Ability to maintain strict confidentiality when handling client, tax, insurance, and financial information. Ability to work collaboratively with multiple professionals while also completing independent assignments. If you enjoy helping people, learning new skills, and being an essential part of a growing financial services team, we encourage you to apply.

Pay:

$24.00 - $28.00 per hour Expected hours: No more than 40.0 per week

Benefits:

Dental insurance Flexible schedule Health insurance Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person