Operations Assistant

Our team is passionate about servant leadership. Our mission is to strengthen the financial endurance of our clients, who seek to better themselves and their businesses. We enjoy serving clients and businesses with diverse socio-economic and cultural backgrounds, and we believe in building a team that provides abundant opportunities for versatile career growth. We are looking to hire not just for culture fit, but for a greater community impact, bringing new ideas to the table. Our team prioritizes quality time together, celebrating our wins and reflecting on our collective vision.

The Operations Assistant is responsible for the seamless processing of the client’s plan. This includes completing insurance and investment paperwork, underwriting, ongoing client service and CRM/File maintenance. The ideal fit will be a quick learner, take independent initiative, be eager for ongoing education and have a growth mindset.

Executive Support:

• Calendar Management with confirming appointments
• Assist with logistics including invitation, RSVPs, catering, required technology, etc.
• Assist with special projects and other duties as assigned

General Office Support

• Answer incoming calls to the practice
• Run weekly and monthly sales reports
• Order office supplies, computers, and miscellaneous departmental supplies
• CRM database input and reporting
• Case Prep
• Other duties as assigned

Supporting the Insurance underwriting process including:

• Accurate completion of all applications (including confirming illustrations)
• Scheduling of medical exams
• Tracking and communication to get e-signatures back within 3 days
• Monitor applications in underwriting and client correspondence
• Track delivery requirements

Supporting the Investment account workflow including:

• Accurate completion of all paperwork (including confirming proposals)
• New Account tracking and client communication
• Opening new accounts

Qualifications:

• Bachelor’s degree
• Commitment to maintain a high degree of confidentiality
• Work effectively with people at all levels
• Present a helpful, get-it-done attitude
• Strong written and oral communication skills
• High attention to detail and organizational skills
• Ability to multi-task and work in a fast-paced environment
• Experience in insurance and investments preferred
• Life, Accident and Health License required within 6 months of hire
• Investment licenses 6&63 or equivalent preferred

Benefits:

• Full Time employment
• Annual Salary $45,000-$50,000+ with bonus.
• Role development and growth after 2 years of experience with the team
• Retirement Plan SIMPLE IRA (Eligible after 90 days of service)
• Group Short Term Disability
• Group Long Term Disability
• Health Insurance