Financial Services Support

Leavitt Group • Sugarcreek, OH

2d

About The Position

As a full-service financial planning firm, we help our clients implement retirement plans, establish business planning and large-scale estate plans, and navigate the many challenges of agribusiness planning. We are looking for a new addition to our financial services support team. This position collaborates closely with a team of Investment Advisors to ensure that day-to-day operations of the firm run smoothly and efficiently. It requires a large amount of collaboration with advisors and the administrative team, so the firm’s customers receive a consistent high level of service and support regarding their contract inquiries. This position also requires clear and consistent communication with many people inside the firm as well as with our compliance departments and partner companies. This position is a 37.5-hour a week full-time salary position with a full benefit package. You will work under the leadership of the Office Manager and will work in conjunction with other members of our support services team and Investment Advisors.

Requirements

• High School Diploma or equivalent
• Experience working in an office environment
• Excellent phone skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Excellent client service skills
• Good technology and computer skills (Word, Excel, Power Point, etc)
• Ability to multi-task and adjust priorities
• Great attitude
• Exceptional work ethic
• Ability to work independently and as part of a team that strives to create a sense of family
• Commitment to excellence

Responsibilities

• Manage the new business process for the financial advisor and paperwork specialisy
• Process, record and track new business to completion.
• Maintain compliant client files
• Provide backup when necessary for service work on existing accounts
• Ability to manage multiple changing priorities and deadlines
• Prepare monthly production report
• Manage scheduling for the financial advisor in the Sugarcreek office
• Enter data in AMS system for commission payouts
• Maintain administrative functions of the office as required and perform other duties as assigned
• Work independently and with confidentiality
• Be a team player

Benefits

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)
• This position offers a salary with an annual bonus based on performance review and company growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees