Practice Support Specialist

Changing people’s lives is the business we are in. Is that something you want to be a part of? The role of Practice Support Specialist is pivotal to our firm. Our advisors rely on our PSS to ensure our clients receive the service we promise them! If you want to be a strategic partner to your colleagues and provide a high-level service to your clients, this role is the perfect fit for you.

What will I be doing?

As a Practice Support Specialist, you will support multiple Financial Professionals and their businesses. You will provide an elite level of service for all lines of business to the advisors and their clients. A passion for serving others, establishing rapport, and building relationships with internal partners and external clients is pivotal to success in this role.

Roles And Responsibilities

• Assist in scheduling appointments and managing calendars for team members.
• Answer and direct phone calls in a polite and professional manner.
• Perform general clerical duties, including photocopying, scanning, faxing, and filing documents.
• Ownership of the processing and workflow for insurance and investments
• Act as liaison between advisor and providers to resolve any outstanding items and accelerate fulfillment of requirements
• Assist in data entry tasks to maintain accurate client records & databases.
• Collaborate with team members to support various administrative tasks and projects.
  
  

What are the requirements and qualifications?

• To qualify, you must be a US Citizen or permanent resident.
• High school diploma or equivalent; additional certification in office administration is a plus.
• Detail oriented, proactive & exceptionally organized.
• Friendly, reliable & professional.
• Knowledge of one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems preferred
• One or more years of customer service experience; or clerical administrative role
• Excellent organizational skills with the ability to prioritize tasks and meet deadlines.
• Ability to effectively communicate both verbally and in writing
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Tech savy and comfortable learning new systems and tools.
  
  

Compensation And Benefits

• Competitive salary commensurate with experience.
• W2 employee with base salary and bonus potential
• Paid time off
• Opportunities for professional development and advancement within the company.
• Supportive & collaborative work environment.
  
  

Work location: In person