Job Description

Changing people’s lives is the business we are in. Is that something you want to be a part of? The role of Practice Support Specialist is pivotal to our firm. Our advisors rely on our PSS to ensure our clients receive the service we promise them! If you want to be a strategic partner to your colleagues and provide a high-level service to your clients, this role is the perfect fit for you.

What will I be doing?

As a Practice Support Specialist, you will support new business processing for multiple Financial Professionals and their businesses. You will provide an elite level of service for all lines of business to the advisor and their clients. A passion for serving others, establishing rapport, and building relationships with internal partners and external clients is pivotal to success in this role.

ROLES AND RESPONSIBILITIES

• Assist in scheduling appointments and managing calendars for team members.
• Answer and direct phone calls politely and professionally.
• Perform general clerical duties, including photocopying, scanning, faxing, and filing documents.
• Ownership of the processing and workflow for insurance and investments
• Data entry for insurance and investment applications, including life, disability income, fixed annuities, variable annuities, mutual funds, wealth management, and brokerage accounts
• Prepare application bundles via DocuSign for advisors and clients.
• Act as liaison between advisor and providers to resolve any outstanding items and accelerate fulfillment of requirements
• Follow up on Medical Exams, Attending Physician Statements, and investment-related service requests as needed.
• Work on special projects as needed.

SKILLSETS

• Self-starter with the ability to work independently and problem-solve in a fast-paced environment
• Ability to handle multiple priorities with a sense of urgency, professionalism, and confidentiality
• High level of efficiency with attention to detail
• Outgoing with excellent interpersonal skills and a passion for collaboration and results
• Strong written and verbal communication skills for inbound and outbound calls.
• Interest in learning financial concepts and strategies

What are the requirements and qualifications?

• To qualify, you must be a U.S. citizen or permanent resident.
• Knowledge of one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems preferred
• One or more years of related experience
• Ability to effectively communicate both verbally and in writing
• Proficient with Microsoft Office, including Excel, SharePoint, and Adobe Acrobat

Compensation And Benefits

• W2 employee with base salary and bonus potential
• Paid time off
• Opportunity to work towards a hybrid work model that supports in-office and remote work.

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