Job Responsibilities:

• Receive calls, emails & faxes from clients and assist with any questions and problems including but not limited to retirement plans, investment accounts, and operations for the investment division.
• Interact with product sponsors/broker dealer by phone, email, or fax to obtain information for clients, open new accounts, process transactions, and obtain proposals or quotes when necessary.
• Review new account, transfer, and/or distribution forms etc. for completeness. Obtain missing information from client, process online or submit to broker dealer/carrier for processing.
• Follow up with product sponsors/broker dealer to make sure all paperwork, checks, and/or transfers are submitted and in good order.
• Process filing on electronic filing system.
• Input and or update client info in CRM and maintain detailed notes.
• Prepare reports for client meetings.
• Accompany advisor to client meetings when requested.
• Attend training, meetings and seminars as requested.
• Assist with answering phones and back up other office positions when required.
• Assist advisor as requested.
• Have capabilities to drive to other office locations.

Job Qualifications:

• High school diploma; Associate’s or Bachelor’s degree preferred.
• Excellent phone etiquette and verbal communication skills
• Financial Services experience preferred.
• Computer experience with knowledge of Windows, Excel, and Word.
• Must be a self-starter, quick learner, be able to multitask, and have the ability to work with minimal supervision and to deal effectively and professionally with clients.
• Ability to maintain a high level of confidentiality

Job Requirements:

While performing duties, the employee is required to sit, stoop, lift up to 5 pounds, type, the ability to communicate effectively with others, and may be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.

In the performance of respective task and duties, the employee is expected to conform to the following:

• Successfully perform quality work within deadlines with or without supervision
• Interact professionally and confidently with other employees, customers and contacts
• Work effectively as a team contributor on all assignments
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations

This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to the job at any time.

Job Type: Full-time

Pay: $31,000.00 - $44,000.00 per year

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Houma, LA 70360 (Required)

Work Location: In person