Company: Nexus Advisors

Work Location: 14241 Dallas Parkway Ste 1200, Dallas, TX 75254

Position Type: Full-time, Onsite (4 days per week)

Standard Hours: Monday to Friday, 8 AM to 5 PM with a 1-hour lunch

Nexus Advisors is a client-focused financial advisory firm, dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and innovative solutions, we guide our clients through important financial decisions. We are currently seeking a motivated and detail-oriented Office Administrator to join our team and support our growing insurance sales operations.

Key Responsibilities:

Implement and oversee the client meeting experience
Coordinate service requests, appointments, and communications (mail, phone, email, fax)
Set up and manage client records (both physical and digital)
Manage birthday and client special event communication, including gifts and cards
Assist with the smooth flow of new insurance business operations
Support revenue-generating activities in the pipeline

Primary Tasks:

Greet clients and ensure conference room prep and upkeep
Set up and maintain client e-folders and CRM records
Address and prepare birthday and thank you cards for clients; remind advisors to write personalized messages
Arrange for gifts for client birthdays, anniversaries, and other special occasions
Manage incoming service requests, assign tasks, and process communications
Prep paperwork applications for insurance, including ordering exams and following up on underwriting and APS
Keep clients informed throughout the insurance process and update workflows accordingly
Follow up on pending business and coordinate policy delivery

Technology Knowledge, Skills, and Abilities:

Proficiency in CRM systems for managing client data and workflows (experience with Salesforce, Adviosr360 or similar platforms preferred)
Strong knowledge of Microsoft Office Suite, particularly Word, Excel, and Outlook
Ability to manage electronic filing systems and client e-folders efficiently
Familiarity with insurance-specific software and tools, including proposal generation and underwriting systems
Knowledge of digital communication tools for managing phone, email, and fax communications
Comfortable with technology used for ordering and following up on insurance exams and application processes

Professional Skills and Attributes:

A professional communicator with strong verbal and written communication skills
Attention to detail, ensuring all tasks are double-checked, cross-checked, and completed without errors or mistakes
Represents the firm professionally in all communications, ensuring they align with the firm’s brand and standards
Takes ownership in maintaining the high quality of client interactions and ensuring seamless communication on behalf of the firm
Highschool Diploma Required. Some College preferred
Technology, Customer Service Certifications highly desirable

Benefits:

We offer a comprehensive benefits package, including medical, dental, vacation/paid holidays, disability, and retirement plans.

At Nexus Advisors, we are passionate about providing top-tier service and building lasting relationships with our clients. If you are a motivated individual with excellent administrative and client service skills, we invite you to apply and become a part of our growing team in Dallas.

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