Practice Support Specialist

Vista Wealth Solutions•Allentown, PA

11d

About The Position

Changing people’s lives is the business we are in. Is that something you want to be a part of? The role of Practice Support Specialist is pivotal to our firm. Our advisors rely on our PSS to ensure our clients receive the service we promise them! If you want to be a strategic partner to your colleagues and provide a high-level service to your clients, this role is the perfect fit for you. What will I be doing? As a Practice Support Specialist, you will support new business processing for multiple Financial Professionals and their businesses. You will provide an elite level of service for all lines of business to the advisor and their clients. A passion for serving others, establishing rapport, and building relationships with internal partners and external clients is pivotal to success in this role.

Requirements

To qualify, you must be a US Citizen or permanent resident.
Ability to effectively communicate both verbally and in writing
Proficient with Microsoft Office, including Excel, SharePoint, and Adobe Acrobat
Self-starter with the ability to work independently and problem-solve in a fast-paced environment
Ability to handle multiple priorities with a sense of urgency, professionalism, and confidentiality
High level of efficiency with attention to detail
Outgoing with excellent interpersonal skills and passion for collaboration and results
Interest in learning financial concepts and strategies

Nice To Haves

Knowledge of one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems preferred
One or more years of customer service experience

Responsibilities

Ownership of the processing and workflow for insurance and investments
Data entry for insurance and investment applications, including life, disability income, fixed annuities, variable annuities, mutual funds, wealth management, and brokerage accounts
Prepare application bundles via DocuSign for advisors and clients
Act as liaison between advisor and Home Office to resolve any outstanding items and accelerate fulfillment of requirements
Consistently strive for 100% accuracy of paperwork and data entry to decrease cycle times
Follow up on Medical Exams, Attending Physician Statements, and investment-related service requests as needed
Track and update cases to review weekly with contracted advisors and provide weekly status reports to advisor and Managing Partner on unit case progress
Maintain a digital file of notes on approved CRM
Work on special projects as needed
Participate in trainings to educate advisors on best practices for new business to increase productivity and increase retention