Job Description

ABOUT US:

We are a high-functioning, independently owned financial planning and investment advisory firm serving clients.

We offer concierge-level service to wonderful individuals and families, often during times of major life changes. Our job is to help administrate their wishes and to be their point of contact for questions concerning their finances.

CLIENT RELATIONS DESK JOB DESCRIPTION:

Primary duties for this position include basic administrative tasks, while in communication with clients, vendors, team members, and top producers. The Client Relations Desk Representative is the direct administrative support for our top producer. As a client-facing team member, the Client Relations Desk Representative will initiate paperwork for clients per their requests, help process the forms, communicate with the client throughout the process, and keep accurate records.

Opportunity for growth is available and attainable by cross-training to other positions or responsibilities if the need arises or if a proficiency is evident and you are motivated to grow.

CLIENT RELATIONS DESK JOB RESPONSIBILITIES:

• Basic Administrative Tasks
• Calendar Appointment Management
• Accurate Data Report & Statement Processing
• File Management
• File Audits
• Database Updates/Management
• Writing, Proof-Reading

YOU WILL CROSS-TRAIN AND PROVIDE SUPPORT FOR THE FOLLOWING DUTIES:

• Internal and Public Mailer Production
• Marketing in the Community
• Event Planning, Event Execution & Post Event Analyses

CLIENT RELATIONS DESK JOB REQUIREMENTS:ESSENTIAL

• Proficiency in Microsoft Office, with a focus on Excel
• Detail oriented
• Organized
• Not easily distracted
• Welcoming demeanor/presence (in person, on the phone, in written communication)
• Excellent file management, (per internal system and compliance standards)
• Accurate calendar maintenance
• Adherence to compliance standards
• Ability to talk with clients and vendors/affiliations as a representative of the company
• Data tracking
• Attendance is 9am-5pm Monday-Friday, but we enjoy a flexible schedule (position does include several evening events per month)
• Personable; enjoys the company of others, contributes to the community in fun, meaningful ways
• Compassion
• Communication & listening skills

DESIRABLE

• Loves doing paperwork
• Self-motivated
• Event planning experience
• Administrative minded
• IT Proficient, accepting of new technologies

APPLY IF YOU HAVE THE FOLLOWING EXPERIENCE:

Finance, Insurance, Bank Teller, Paralegal, Event Planning, Service/Hospitality Industry, Schedule/Calendar Management

Company Description

Financial Independence Group (FIG) is a national leader in the financial and insurance services industry. Established in 1976, we are one of the largest privately-owned companies in our industry classification (Independent Marketing Organizations - IMO). We provide insurance research and development along with marketing and branding solutions to independent financial professionals in all 50 states. With over 170 team members, our culture and motivation acutely focus on serving our clients better than our competition.