Overview
Office Manager Jobs in Merrillville, IN at Prairie Farms Dairy, Inc.
Are you detail-oriented, dependable, and enjoy helping others behind the scenes? Do you thrive in a close-knit, professional office where your work truly matters? If so, we’d love to meet you.
Lee Financial Associates is a boutique financial planning firm that works closely with individuals and families—many of whom have been with us for decades. As we prepare to celebrate the retirement of a long-time team member, we’re looking for someone to step into this essential role supporting our advisors and helping take care of the clients who trust us.
What You’ll Do:
This is a hands-on, detail-driven role where you’ll help keep our office running smoothly and ensure our clients have an outstanding experience. You’ll be the point person for many back-office tasks, including:
Tracking and following up on client service requests like account transfers, rollovers, beneficiary changes, and required minimum distributions (RMDs).
Communicating with clients—and sometimes their attorneys or CPAs—to help resolve open items and gather documents.
Helping process death claims and account updates following life changes like a divorce or the loss of a loved one.
Reviewing daily service cases through our custodian portal and staying on top of anything that needs follow-up.
Logging client check deposits, preparing documents, and maintaining organized records to keep everything compliant and audit-ready.
Assisting clients with online account access or e-delivery setup.
Supporting client review meetings by preparing forms and reports ahead of time.
Helping update our phone message when the office is closed for holidays.
Managing domain name renewals for our firm’s website.
Jumping in to help with various admin projects as needed.
What We’re Looking For:
3+ years of experience in a financial services, client service, or operations role
Someone who’s comfortable working in a structured, detail-heavy environment
A person who communicates clearly, is proactive, and knows how to follow up
Familiarity with financial services platforms like Osaic One Hub, Equipt, or similar tools is a plus—but not required
Tech-comfortable and organized (you’re not afraid of a spreadsheet or a shared calendar)
Discreet, trustworthy, and understands the importance of confidentiality
What We Offer:
A steady, Monday–Friday role in our quiet, professional office
A supportive and respectful work environment (we’re a small team who all pitch in)
Competitive salary based on your experience
Paid time off, health benefits, and retirement plan participation & company match
The opportunity to truly make a difference in the lives of our clients by keeping things running behind the scenes
If you’re someone who takes pride in doing things the right way, enjoys helping others, and wants to be part of a team that values integrity and service, we’d love to hear from you.
Job Type: Full-time
Pay: $24.00 – $27.89 per hour
Expected hours: 30 – 40 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Schedule:
8 hour shift
Day shift
Monday to Friday
Ability to Commute:
Ellicott City, MD 21042 (Required)
Ability to Relocate:
Ellicott City, MD 21042: Relocate before starting work (Required)
Work Location: In person
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Title: Office Manager
Company: Prairie Farms Dairy, Inc.
Location: Merrillville, IN
