Position Summary:

Seeking an experienced, competent, and caring person to oversee all the marketing, administrative and operational procedures of Legacy Builders Financial: a financial services firm.

Responsibilities:

Organizational Structure

Administrative Management –
Assists the Financial Advisor so that he can focus on the clients’ planning and implementations
Builds organizational structures/systems to benefit job performance and financial representative’s effectiveness maintaining client relationships.
Develops organizational and administrative processes and procedures for effectiveness
Embrace technology and striving to incorporate electronic methods of organization, communication, and file management

· Data Entry and Record Keeping:

o Gathers and updates all contact notes and important data in databases or software systems

o Keeps track of results & evaluate performance measurements (create best practices when needed)

o Handling customer service issues with the back offices and follow-up to track completion (Clientink)

· Marketing & Communication:

o Telemarketing to Prudential leads to set up appointments for the financial representative

o Client outreach for annual client reviews, updates, and marketing opportunities

o Updates to Social Media weekly through Hearsay software system

o Follow-up emails and additional information sent to clients

o Send cards; appt follow-up, birthday, anniversary, sympathy, etc.

o Marketing, promotion and correspondence creation

o Phone calls, emails, and other communication retrieval, division,and tracking the follow-up

o Event planning for educational seminars and client social events

o Phone calls, emails, and other communication, as deemed necessary for maintaining good customer relationships

Qualifications and Experiences:

Administratively gifted in organizational leadership and administrative management

· Leadership and management skills with an ability to organize tasks and achieve goals set

· Excellent relationship building skills; especially through telemarketing and through email communication.

· Relationship management skills and experience in fostering a team approach

· Competencies and people-skills, with a high degree of flexibility in working with various types of people.

· Exemplary project management and planning skills

· Outstanding written and verbal communication skills

Extremely strong computer and software skills; a comfortable working knowledge of Microsoft Word & Excel

· High level of self-determination and initiative; truly highly motivated to achieve objectives

· Someone looking for a long-term employment mindset with potential advancement and bonus opportunities

· Committed to ensuring a non-discriminatory environment.

· Two to four years of business experience needed, preferably in an administrative capacity.

Salary and Benefits:

$12-$17/hour – 20 - 30 hours weekly (any additional hours over 30 must be pre-approved and no hours beyond 40)

Based on Education, Experience, and Needs of the Outreach

Legacy Builders Financial, LLC

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