Service Support Associate & Receptionist

Apply here: https://vranasctllc.bamboohr.com/careers/51

Make an Impact in a Dynamic, Client-Focused Environment

We’re looking for a highly organized, proactive, and customer-focused professional to join our Austin Network Office as a Service Support Associate & Receptionist. This is a unique, multi-faceted role where you’ll gain hands-on experience supporting financial advisors, delivering meaningful client service, and creating a welcoming experience.

If you enjoy variety in your day, thrive in a collaborative environment, and want to build a career in financial services, this is an excellent opportunity to grow and develop your skills.

What You’ll Do

Support Financial Planning & Client Services

You’ll play a key role in supporting advisors and clients:

Client Onboarding & Case Management

• Prepare and review insurance applications to ensure accuracy and completeness
• Submit applications and coordinate underwriting requirements
• Schedule medical exams and track case progress
• Monitor case status and follow up to keep processes moving forward

Ongoing Client Service

• Assist with client requests such as beneficiary updates, account changes, and general servicing
• Maintain accurate client records and documentation
• Collaborate with team members to deliver a seamless client experience

Investment & Account Support

• Help open and fund investment accounts
• Assist with account transfers, distributions, and service requests
• Support advisors with day-to-day operational needs

Create a First-Class Office Experience & Drive Office Operations

Help ensure the office runs smoothly day-to-day:

• Welcome and assist visitors, ensuring a professional and friendly first impression
• Manage mail and maintain an organized office environment
• Answer and direct phone calls with professionalism and efficiency
• Manage office supplies, inventory, and equipment (copiers, postage machines, etc.)
• Provide administrative and project support to the Director of Operations

Why Join Us?

• Career Growth: Gain exposure to financial planning, operations, and client service
• Skill Development: Build expertise in financial services and client management
• Team Environment: Work alongside experienced professionals in a supportive, collaborative culture
• Meaningful Work: Help advisors deliver impactful financial solutions that improve clients’ lives

What We’re Looking For

• Recent administrative or customer service experience (1 year preferred)
• Experience in financial services, insurance, or a related field (preferred)
• Strong organizational and time management skills
• Excellent written and verbal communication
• Exceptional attention to detail and accuracy
• A proactive mindset with strong problem-solving ability
• Positive attitude and willingness to learn

Benefits

• 401(k)
• 401(k) Matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Life Insurance
• Paid Time Off
• Paid Holidays

Additional Details

• This is a non-exempt (hourly) position
• Weekly time tracking is required, with compensation based on hours worked

Ready to Apply?

If you’re looking for a role where you can make an immediate impact, grow your career, and be part of a high-performing team, we’d love to hear from you.

Apply today and take the next step in your professional journey! https://vranasctllc.bamboohr.com/careers/51

Job Type: Full-time

Pay: $21.15 - $22.50 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Experience:

• recent administrative or customer service: 1 year (Preferred)

Ability to Relocate:

• Austin, TX 78746: Relocate before starting work (Required)

Work Location: In person