Administrative Support Team Associate

$19 per hour

Full-time

SmartPro Financial

Bradenton, FL

:
Description
SmartPro Financial is looking for a new team member to join our team. This position will assist with the preparation and submission of new account paperwork, account maintenance, and client service related to our life insurance department.
What Winning Looks Like:
Work with our rep-advisors on all customer service-related communication
Respond to all emails and voicemails in a timely manner
Prepare paperwork for new and existing accounts
Review paperwork for accuracy and submit paperwork for processing
Follow-up with clients via phone or email for additional information requests or to make calls required to complete transactions.
Maintain detailed notes in the CRMs and adhere to all compliance requirements
Other projects and tasks as assigned by the supervisor or rep-advisor.
Skills Needed to Win:
Has strong communication skills, both verbal and written
Is energized by serving others
Is comfortable talking on the phone
Is extremely organized
Enjoys improving processes and having fun while doing it
Is an excellent multitasker with the ability to prioritize well and work independently
Anticipates the needs of others and thinks two steps ahead
Enjoys helping resolve problems and can roll with the punches
Enjoys a fast-paced environment with a high level of accuracy and flexibility
Growth mindset and willingness to learn and expand your knowledge in the financial industry
About SmartPro Financial
SmartPro Financial is a Dave Ramsey focused company. We have rep-advisors located across the United States, but our headquarters is located in Lakewood Ranch, FL. We focus on helping clients win with money by following Dave Ramsey's baby steps.
Please visit our website at:
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated.
Work Remotely
No
Job Type: Full-time
Pay: From $19.00 per hour
Benefits:
Health insurance
Life insurance
Paid time off
Retirement plan
Schedule:
Monday to Friday
Education:
Associate (Preferred)
Work Location: In person

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Vacancy posted 9 hours ago

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