We are a stable, growing, woman-owned Retirement and Financial Planning firm looking to expand our team! Our Co-Founder has earned her success through 20 years of supporting clients.

She has developed a stronghold in the deferred compensation space, working with school districts, hospitals, government offices and individual clients.

Our practice is high volume and incredibly rewarding, because of the clients we support. We are proud to have been voted Marshall's "Best Financial Planning" by the readers of the Marshall Independent.

We work in two offices, the primary in Marshall and our secondary in Slayton. We are passionate about hiring those with potential and teaching them about this business.

It’s a wonderful industry and the work we do for clients is incredibly rewarding. We are a close team and support each other to ensure our clients are taken care of!

Within our practice, the typical hire will come in and shadow our Co-Founder for quite some time. Once you have an understanding of the industry, the role will focus on client service.

You will be responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents.

You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team.

You love organizing paper and projects and enjoy filling out forms meticulously. You’re a go-getter when it comes to follow through and details rarely slip your grasp.

You take immense pride in your work.

Tasks will include, but not be limited to :

• Provide superior customer service in a friendly and cheerful manner
• Initiates communications to update client information, troubleshoot accounts and ensure client satisfaction
• Answers client questions regarding accounts, products, services and all related policies
• Document all activities (calls, meetings, tasks) in the Client Relationship Management (CRM) system
• Management of the scheduling systems (Calendly, Zoom, GoToMeeting), reaching out to existing clients for meetings, sending appointment confirmations
• Prepare client agendas and update / review information for appointments; complete client forms / applications and follow up to ensure their completion
• Follow up on all customer service requests and issues in a timely matter
• Schedule seminars, prepare materials, attend to help with set-up / take notes and assist with follow-up
• Serve as company contact for affiliated vendors; organize and keep current company literature for marketing, applications, and forms current
• Provide ideas for continual improvement of client services
• Ensure operations follow stringent government regulations on multiple levels

Experience and Education :

• 1 years of experience in a professional setting highly preferred
• Bachelor’s degree or equivalent combination of education and work experience
• Ability and desire to listen and hear; this is one of the most important traits in our industry
• Ability to stay organized, preferable through leveraging of technology
• Individual who is solution oriented and deadline-driven
• Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail
• Strong with computers and aptitude to learn new technologies

This position offers room for advancement and opportunities for career growth and development, including insurance and securities licensing.

Full benefits including 401(k), health / vision insurance, Health Reimbursement Account, and quarterly bonuses. Must be able to clear a background and credit check for regulatory purposes.

Please send resume and cover letter to resumes@talentlinksolutions.com for immediate consideration.

Last updated : 2024-02-23