Transaction Coordinator

Transaction Coordinator

We are a fast-paced financial advisory and insurance firm looking for a self-sufficient individual with strong communication skills, an enthusiastic personality and excellent customer service skills. We're looking for someone with a great attitude who views the glass as half-full, can roll with the punches, and thinks of solutions rather than focusing on the barriers. You must be highly organized, dependable, detail oriented, and self-sufficient. You will promote our corporate image by representing the firm internally and externally. We value and reward team members who are self-starters, fast, efficient and require very little supervision.

DEPARTMENTAL FOCUS: New & Existing Business Customer Service Support

Principal Job Duties:

• New Business Processing: Assist with preparing and completing application documents for annuities and life insurance, tracking underwriting and financial transactions, corresponding with insurance carriers and financial institutions, and regularly keeping clients updated throughout the process.
• Client Services for Existing Business: Addressing client needs, whether in person or by phone, text, or email. Preparing paperwork for signature, submitting and tracking service requests, and updating account summaries and other documents as needed. Requests include but are not limited to: death claims, financial withdrawals (including RMD's), beneficiary changes, contact information updates, etc.
• Maintain good organization and prompt fulfillment of requests, while keeping accurate records and documenting all interactions within our CRM Redtail.
• Expand personal job knowledge by participating in educational opportunities; reading industry specific news; following financial markets; maintaining personal networks; and participating in professional organizations. Some travel required for industry training.
• Enhance the firm’s reputation through professionalism and courtesy to both partners and clients online, by phone, in person, and with all written correspondence.

Cross-Trained - Team Support Duties May be required, including (but not limited to):

• Back-office support for corporate functions such as preparing materials for sales seminars and client events. Includes but not limited to mail fulfillment, communications with guests both pre and post event, printing and stuffing packets, set up and take down, and any other tasks as required by the Events Manager.
• Filing, Scanning, Labeling, Grouping, and other back-office support functions.

Required Skills: Strong Written & Oral Communication, Excellent Customer Service, Organization, Prompt Responsiveness, Attention to Detail, Accuracy, Professionalism, Time Management, Good Memory and Recall Capabilities, Problem-Solving, Willingness to Learn and Evolve.

If you have these skills, it’s a plus: Proficiency with Microsoft Excel, Word, PowerPoint, Gmail

If you have a background with processing mortgages, you may be a great fit for this position. If you have a life insurance license or a notary certification, that's also a plus!

To Apply:

We want to ensure that all applicants have a fair and equal chance, so we’re using a TestGorilla assessment (https://www.testgorilla.com). This minimizes unconscious bias in our hiring process. Successful candidates will be invited to a job interview.

Ready to join our team? Start by clicking the link below.

https://app.testgorilla.com/s/60yzd0xt

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person