Position Objective:

Provide the momentum to help keep the practice in a proactive state of operation; implement policies and procedures, organize and plan work assignments to meet deadlines, multitask, problem-solve, and provide support to get the job done.

Service and Operations:

• File Maintenance
• Document Organization
• Monitoring phone and emails
• Oversee daily office operations
• Ensure required Compliance requirements are being met
• Update Advisors’ licenses, appointments, and contracts as needed
• Partner with Client Service Managers to monitor the process & status of new applications
• Assist in the maintenance and expansion of the CRM system
• Ownership of client service requests
• Monitor the underwriting process and update clients regularly
• Coordinate Client events, touches, and special projects
• Coordinate with marketing to approve events

Product Knowledge Development:

• Develop a clear understanding of the value added to our clients through our work
• Cross-train in the tasks involved in business processing with Client Service Managers and the Director of Operations

• Microsoft Word
• Microsoft Office
• Good general communications skills

We are a multi-disciplinary, holistic financial planning firm with core beliefs in fee-based financial planning, maximum protection, a foundation in permanent insurance, and fee-based financial planning.

Our Core Values 

·      Never Settle for the Basics

·      Do the Right Thing Every Time

·      Be the Spark

·      Provide Value Holistically and Intentionally

·      Think Two Steps Ahead