The Front Desk Coordinator is essential to the success of our Agency. You are the first person a client encounters upon entry into our business, so it is essential that you present the most positive image possible. In combination, you will help with support of our Sales Execution Team: a team designed to help direct a new financial advisor’s focus towards managing his or her practice effectively and efficiently to maximize productivity, retention, and career success and satisfaction while aligning his or her core values with those of the Oertli District Network Office. Specific responsibilities include, but are not limited to:

Front Desk Support

• Open/Close Reception
• Greeting of all incoming clients
• Pouch prep for pickup and distribute drop off items
• Mail and check log processing
• Maintain office compliance: check logs, mail opening, complaints
• Maintain and order/replenish office supplies
• Maintain cleanliness of Reception area, conference rooms, breakroom, and other open office areas
• Maintain and log new hire information
• Submit work orders to building maintenance
• Other projects as assigned by the Office Manager and District Developer

SET Support:

• Create and maintain client information in CRM and docket
• Birthday/age change lists
• Oversee Financial Representative posting for timeliness, accuracy and compliance
• Prep for regular 1x1 weekly meetings with advisors
• Maintain client service requests
• Process service tasks as requested by Financial Representative

Office Support:

• Assist with the technology needs of various teams as needed
• Assist with the creation of office monthly newsletter

Preferred Qualifications

• Life, Accident and Health licensed or ability to gain licensing within 6 months of employment.
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry.
• Excellent oral and written communication skills.
• Familiarity with Microsoft applications, data entry, and information retrieval software.
• Demonstrate organizational and time management skills, and the ability to multitask, set priorities, and meet deadlines.
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Ability to proactively identify what needs to be accomplished and take action as appropriate.
• Interest in learning on a continuous basis.
• Ability to embrace change and work in a fast-paced environment.
• Ability to work both independently and with a team.
• Ability to maintain confidentiality.