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Leavitt Group · 3 weeks ago

Financial Services Support

Sugarcreek, OH

Full-time

Onsite

New Grad, Entry Level

Leavitt is a full-service financial planning firm that helps clients with retirement plans and estate planning. The Financial Services Support position involves collaborating with Investment Advisors to ensure smooth operations and high-quality service for clients.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Manage the new business process for the financial advisor and paperwork specialist

Process, record and track new business to completion

Maintain compliant client files

Provide backup when necessary for service work on existing accounts

Ability to manage multiple changing priorities and deadlines

Prepare monthly production report

Manage scheduling for the financial advisor in the Sugarcreek office

Enter data in AMS system for commission payouts

Maintain administrative functions of the office as required and perform other duties as assigned

Work independently and with confidentiality

Be a team player

Qualification

Client service skillsCommunication skillsAttention to detailTechnology skillsMulti-taskingTeam playerWork ethicPositive attitude

Required

High School Diploma or equivalent

Experience working in an office environment

Excellent phone skills

Excellent written and verbal communication skills

Strong attention to detail

Excellent client service skills

Good technology and computer skills (Word, Excel, Power Point, etc)

Ability to multi-task and adjust priorities

Great attitude

Exceptional work ethic

Ability to work independently and as part of a team that strives to create a sense of family

Commitment to excellence

Benefits

Ongoing training and career development opportunities including paid license renewal and continuing education

Recognition and rewards

Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

Vision, Dental, HSA/FSA, & Life Insurance

Paid time off (vacation & sick time)

Company

Leavitt Group

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.

Founded in 1952