Job Description

About Us:

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

The Role:

The responsibility of the Front Desk Receptionist & Office Coordinator is to serve as the primary contact for customers and policy owners and assist with office admin work as needed.

Specific responsibilities include but will not be limited to:

• Greet visitors and direct them appropriately
• Answer, screen and record telephone calls
• Maintain telephone system and agency directory
• Process incoming and outgoing mail; federal express to home office nightly mail
• Report policies and other reporting requirements
• Log and process incoming investment checks – email FR’s for instructions
• Log incoming and outgoing policies.
• Maintain the reception and Kitchen areas
• Act as a liaison between office and building management to address issues.
• Make copies, e-file incoming investment correspondence, maintain copy and fax machines
• Maintain inventory and order office supplies as needed
• Answer basic policy owner/policy benefit questions
• Act as administrative support for financial representatives/staff as needed
• Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
• Cross-train in other support roles

Qualifications:

It is recommended that the Administrative Support position have the following qualifications:

• Basic computer and Microsoft Office experience
• Multi-line phone experience preferred
• Customer service experience strongly preferred
• Ability to handle detailed work with high degree of accuracy
• Excellent interpersonal skills
• Experience in problem-solving
• High level of organizational skills
• Excellent written and oral communication skills
• Professional office skills
• Ability to take independent action to make sound decisions
• Ability to multi-task
• Ability to be flexible and open-minded.
• Ability to work effectively with people at all levels

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