Advisors Excel · 9 hours ago
Production Coordinator
Topeka Metropolitan Area
Full-time
Onsite
New Grad, Entry LevelAdvisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. As a Production Coordinator, you'll be at the heart of our operations, prepping, sorting, scanning, and emailing incoming paperwork while ensuring outgoing mail is ready at the end of each day.
ConsultingFinancial ServicesMarketing
Responsibilities
Log, sort, prepare, and distribute incoming mail using Pitney Bowes tracking software
Coordinate distribution and accurate storage of scanned images using Perceptive Content scanning incoming mail
Physically distribute incoming mail to internal teams and/or individual team members
Responsible for data entry of client and advisor information to create accounts and cases in Salesforce
Prepare paperwork, needing a medallion signature guarantee
Prepare, document and ship outgoing mail
Reconciliation reporting for incoming and outgoing mail
Navigate multiple systems and websites to complete required tasks
Maintain production numbers, while also maintaining a high level of attention to detail to meet quality standards
Create a positive customer experience when interacting with internal team members and advisors
Other duties as assigned
Qualification
Required
Strong organizational skills and ability to change tasks quickly throughout the day
Confident, professional, and articulate in written and verbal communication
PC knowledge including MS word, Excel, Outlook, and ability to learn other systems
Ability to work independently, but also as a collaborative team member
A commitment to handling confidential information with integrity
Ability to take initiative and be accountable for completion with minimal direction
Detail oriented, motivated, dependable, and strong quality focus
Preferred
Previous experience working in the financial service industry
Previous experience working in a mail room
Benefits
Medical
Dental
Vision
401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care physician
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
Founded in 2005
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase