Receptionist & Financial Planning Associate

Job Overview: This position will provide administrative support and coordination to several key areas in our Austin Network Office. Receptionist Office/Facilities Coordinator Financial Planning Associate General Responsibilities: Receptionist and Office/Facilities Coordinator Responsibilities- Including but not limited to: Greet visitors and direct them appropriately Answer and screen telephone calls Process incoming and outgoing mail; deliver outgoing mail to Post Office Maintain the reception area Make copies, send, and distribute faxes Maintain copy and fax machines Maintain office inventory Complete and/or assist with projects as assigned by the Director of Operations The role of the Financial Planning Associate is to assist the Financial Planning Department in providing exceptional service to the advisors and teams we support. The efforts of each member of the team is to improve the agency’s overall production, advisor retention, and most importantly, the client’s experience. Risk Client On-boarding Manage underwriting process which includes providing, or collaborating with others to provide: Pre-filling applications Pre-checking applications for completeness and accuracy Submitting applications Scheduling requirements and medical exams Monitoring of the Daily Status Report (DSR) and take action on cases needing attention Ongoing Risk Servicing Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc. Investment Support: Process, or collaborate with subscribers to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests This is a non-exempt role. Weekly time tracking will be required as compensation will be based on hours worked. Qualifications: Financial service or insurance industry experience preferred Obtain Life and Health license within 90 days of hire Organization and time management skills Excellent oral and written communication skills High attention to detail with the ability to work with a high degree of accuracy Strong initiative and problem solving skills Committed to ongoing professional development