Top 4 Lfp Internet Group Jobs

Administrative Assistant
LFP CONSULTING —Jamestown, ND
- Microsoft Outlook
- Computer literacy
- Research
- Health savings account
- Health insurance
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Client Service Coordinator
LFP CONSULTING —Rapid City, SD
- Microsoft Outlook
- Computer literacy
- Research
- Health savings account
- Health insurance
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Administrative Assistant

LFP CONSULTING
Jamestown, ND

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Job Details

Benefits

Health savings account
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance

Qualifications

Computer operation
Phone communication
Client interaction via phone calls

Full Job Description

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
Competitive Pay

Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
Collaborative Environment and Innovative Culture
Education Reimbursement: never quit learning and growing in your career

Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.

Essential Duties and Responsibilities (Additional duties may be assigned):

Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
Organize, coordinate, and maintain all client paperwork
Correspond with clients to complete new accounts, asset transfers, and other forms
Coordinate and lead marketing events for local financial advisor
Monthly advertising and compliance submission
Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
Ensure office procedures are followed
Record all transactions on appropriate logs
Set up files correctly and obtain necessary information
Other duties and tasks as needed

The Ideal candidate will possess the following skills:

Previous customer service experience
Previous office experience
Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner
Ability to investigate, research and resolve problems or concerns
Ability to maintain confidentiality
Ability to make rule-based and analytical decisions
Ability to organize, prioritize and handle multiple tasks
Ability to pay close attention to detail, work under pressure and meet deadlines
Ability to take complete and accurate notes
Ability to operate various office equipment including personal computer, fax machine, copier, etc.
Ability to utilize various software packages such as Microsoft Office & Outlook
Ability to use internet browsers
Excellent communication (oral and written), interpersonal, organizational, and presentation skills.
Typing proficiency: 40-60 wpm.

Previous office experience preferred

Previous financial service experience preferred

APPLY TODAY!!

Quick Apply

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