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 new business processing for multiple Financial Professionals and their businesses. You will provide an elite level of service for all lines of business to the advisor 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 politely and professionally.
Perform general clerical duties, including photocopying, scanning, faxing, and filing documents.
Ownership of the processing and workflow for insurance and investments
Data entry for insurance and investment applications, including life, disability income, fixed annuities, variable annuities, mutual funds, wealth management, and brokerage accounts
Prepare application bundles via DocuSign for advisors and clients.
Act as liaison between advisor and providers to resolve any outstanding items and accelerate fulfillment of requirements
Follow up on Medical Exams, Attending Physician Statements, and investment-related service requests as needed.
Work on special projects as needed.
SKILLSETS
Experience with executive-level producers with high volume of existing clients
Self-starter with the ability to work independently and problem-solve in a fast-paced environment
Ability to handle multiple priorities with a sense of urgency, professionalism, and confidentiality
High level of efficiency with attention to detail (a must)
Outgoing with excellent interpersonal skills and a passion for collaboration and results
Strong written and verbal communication skills for inbound and outbound calls.
Interest in learning financial concepts and strategies
What are the requirements and qualifications?
To qualify, you must be a U.S. citizen or permanent resident.
Experience in Operational Support of Clients with preferable knowledge of financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems preferred
Multiple years of related experience
Ability to effectively communicate both verbally and in writing
Proficient with Microsoft Office, including Excel, SharePoint, and Adobe Acrobat
Compensation And Benefits
W2 employee with base salary and bonus potential
Paid time off
Opportunity to work towards a hybrid work model that supports in-office and remote work.