Job Details
Office Assistant
Elevate your career by joining Skrobonja Financial Group, where our vision extends far beyond the ordinary, deeply rooted in our Core Values that we live and breathe: Batteries Included, Take Initiative, Surprise & Delight, Get Things Done, and Shared Values. In Arnold, Missouri, our dynamic team seeks a meticulous Office Assistant passionate about enhancing client experiences, ensuring a seamless journey from application to policy delivery. You'll play a crucial role, embodying our core values of self-motivation, innovation, genuine kindness, accountability, and leading with Christian values to ensure every client moves closer to financial autonomy. We desire someone who reflects our ethos of hard work, positivity, and continuous growth, contributing to a culture that deeply values each team member and client.
At the helm is Brian, a luminary in financial wisdom with over three decades of transforming the wealth management landscape. Certified as a Private Wealth Advisor (CPWA ) and Chartered Financial Consultant (ChFC ), Brian s commitment is evident through his educational endeavors authoring books, hosting the Common-Sense Financial podcast, and engaging in speaking events, all aimed at empowering wealth creation, preservation, and utilization. Honored by FORBES among the Top 10 Financial Podcasts and receiving accolades such as the Future 50 Company award and Best Wealth Manager titles, Brian s leadership fosters a culture of excellence and innovation. Join us to make a direct impact on our clients' financial freedom, guided by a visionary committed to our shared values and mission.
Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Arnold, Missouri is looking for a strong, detail-oriented Office Assistant to ensure the client acquisition process from application submission to policy delivery is as smooth as possible. We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client s financial freedom!
Minimum Requirements:
- Associate degree preferred
- Financial Industry experience required
- 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
- Experience with Excel required
- Must have experience with investment, life insurance, and annuity applications including transfers
- Must understand Tax Qualified and Non-Tax Qualified Accounts
- Experience with Brokerage and Life Insurance products
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Ability to work face to face with clients in a confident and professional manner
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies
- Submit all completed in good order applications and forms to the proper agencies
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
- Track and report KPIs
Salary:
Benefits:
- Health, Vision, Dental, Life
- 401(k)
- PTO
Hours:
Presented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!