Job Description

The mission of this position is to provide superior administrative support to a Financial Advisor. No Financial Services experience required! A successful candidate will be a highly motivated self-starter with excellent verbal and written communication skills.

Primary Responsibilities

Maintain and update client forms and records, ensuring accuracy of data.

Complete client documents and applications. Generate client correspondence.

Assist in the development and implementation of client service processes.

Schedule client meetings, prepare meeting agendas and supporting materials.

Update the financial advisor of time-sensitive and priority issues.

Address envelopes and prepare envelope labels, using a postage meter or computer.

Work with other departments to ensure client and financial advisor's requests are met.

Other duties may be assigned to meet the business needs.

Essential Characteristics:

High level of interpersonal skills to handle sensitive and confidential situations.

This position requires demonstrated poise, tact and diplomacy.

Attention to detail in such things as composing, typing, and proofreading materials.

Proficient at establishing priorities and meeting deadlines.

Self-starter and motivated.

Excellent listening, verbal and written communication skills.

Strong organizational skills. Works efficiently.

Strong understanding of discreteness dealing with sensitive client information.

Education, Training & Experience:

High School diploma

Minimum of 1-2 years of experience in administration or similar role

Typing of at least 50 wpm

Computer Equipment and Software:

MS Office including Excel

Outlook

Postage meter

Typing of at least 50 wpm

Working Conditions:

Professional office environment.

Standard work week of 40 hours per week, M-F

Salary Range: $14.00 - $20.00 per hour

Benefits

PTO/Vacation Days

Ongoing training and development

Huge growth opportunities

Flexible Schedule

Health and Retirement benefits are in the works, but not yet available

Responsibilities

Generate client correspondence

Assist in the development and implementation of client service processes

Schedule client meetings, prepare meeting agendas and supporting materials

Update the financial advisor of time-sensitive and priority issues

Address envelopes and prepare envelope labels, using a postage meter or computer

Work with other departments to ensure client and financial advisor's requests are met

Other duties may be assigned to meet the business needs

Standard work week of 40 hours per week M-F

Requirements

High level of interpersonal skills to handle sensitive and confidential situations

This position requires demonstrated poise, tact and diplomacy

Attention to detail in such things as composing, typing, and proofreading materials

Proficient at establishing priorities and meeting deadlines

Strong organizational skills

Works efficiently

High School diploma

Minimum of 1-2 years of experience in administration or similar role

Typing of at least 50 wpm

MS Office including Excel

Postage meter

Company Description
Our Agency is located in Elkhorn, NE specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first. Apply to our team today!