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Business Operations Assistant

1 month ago

Flagstaff, United States Benefit & Financial Strategies Full time
Job DescriptionJob Description

Full-time position to create a warm and streamlined experience for all our clients. Duties will include aspects of assisting our three divisions and the advisors within each. Experience with client-facing activities such as reception, individual and group meetings, phones & correspondence, client follow-up and coordination, etc. will be highly valued. Ability to manage multiple projects at once and staying connected with a variety of partners and vendors will be important. The ideal candidate will be an organized and efficient person who can work autonomously. You should be able to multitask and prioritize your duties effectively.

Prior experience with CRM systems will be very helpful. Candidates with life, health, or securities licenses will be preferred. However, neither are requirements to apply.

Background checks and finger-printing are required for all employees as well as ongoing regulatory CE, as required. Non-disclosure agreements may also be required due to client confidentiality subject to various fiduciary duties.

Responsibilities

  • Answer phones and greet clients in a friendly manner
  • Schedule client appointments
  • Process incoming and outgoing client and vendor paperwork
  • Create and maintain procedures for CRM task and client data management
  • Provide general support to our financial advisors and employee benefits manager with any administrative tasks.
  • Assist advisors with ongoing annual compliance reporting
  • Perform other tasks assigned by the manager as needed

Skills/Abilities/Knowledge

  • Excellent verbal and written communication skills
  • Excellent customer service skills
  • CRM experience preferred, but not required
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Knowledge of office equipment (e.g. printers) and computer software (e.g. Google Drive)
  • Ability to prioritize tasks and work independently with minimal supervision
  • Attention to detail and problem-solving skills
  • Organizational skills with strong time management abilities; able to multi-task and prioritize work
  • Strong organizational skills with excellent follow-up skills; ability to manage multiple tasks at one time; ability to manage multiple projects at one time; ability to manage change; ability to manage people; ability to adapt quickly; flexibility; positive attitude; high school diploma or higher;

Job Type: Full-time

Pay: $17.50 - $20.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

 

Schedule:

  • Day shift
  • Monday to Friday
  • No nights
  • No weekends

 

Work Location: In person