Account Coordinator

SEEKING A TECH-SAVVY, SELF-DRIVEN ACCOUNT COORDINATOR

THE COMPANY: Alignment Financial Advisors is focused on serving clients by using financial tools such as investments, life insurance, annuities, disability insurance, long-term care insurance, and retirement planning software to bring greater personal peace and inspire them to create the wealth they want and the income they need to live a more fulfilled life. We aim to create a better world by helping one client at a time to see wealth as a tool to better their own lives and the lives of others.

We are located in the office suites in the Southlands shopping area, near Smoky Hill Rd and E-470.

Alignment Financial Advisors is owned by partners Scott Graves and Ken Riewerts. Scott has been in the financial services industry for 14 years, while Ken has been in the industry for 10. They are insurance licensed in more than 10 states and are contracted with about 3 dozen insurance and investment companies nationwide.

The company is currently made up of Scott and Ken, owners and managing directors, and two administrative assistant positions performing various roles. This hiring will fill one of those administrative assistant positions.

The Role: We are seeking a tech-savvy, self-driven admin with excellent written and verbal communication skills to help us build our company. We are looking for that unicorn-type that is both detail-oriented as well as being able to think outside of the box to improve the efficiencies of tasks to accomplish their responsibilities. If you are looking for a company that gives you a lot of room to grow, plenty of advancement potential, and the opportunity to help create a company from the very beginning, this might be the right job for you.

We love processes! We believe that clearly defined steps help ensure consistency of service to our clients. You will be expected to follow the processes we have developed, and work to update and improve them through proposals to management. If that’s not for you, please don’t apply.

This person will be involved in conversations with clients and prospective clients, helping them to move forward with the sales process. They will be an inquisitive, strategic conversationalist that will be willing to ask questions and find out the real problem to help the client move forward.

Our clients are our friends. We treat them that way. We get to know them and their families. We learn about their priorities and preferences. We learn about their fears and their confidences, their past and their future. We learn how they want to change the world for the better, and we help them use their wealth as a tool to accomplish that. The advice we give them reflects their priorities, not ours. We treat them with respect and class and seek to give them that “wow” experience. Your work will have one of the most significant impacts on that goal.

This person will need to 100% own the tasks they are given. You will have very little supervision, but plenty of expectation. It will be up to you to help update and refine the processes we already have in place in order to help us do more in less time and with less effort.

That being said, there will be times your input, while appreciated, will not be used. We expect you will be understanding of this and be a cheerleader for whatever direction the company takes.

You will be submitting paperwork on behalf of clients to insurance carriers and investment companies. Accuracy is extremely important, as mistakes will slow down the process and make it hard for us to serve our clients in a way that meets the standards we have set for ourselves. We really need someone that is detail-oriented!

We would like someone whose strengths complement our own, not identical to our own. You will not fit into our culture by being the same as us. We will rely on your strength and expertise to take us further than we could go without you.

Schedule: This will not be a work-from-home position. This is a part time position, around 30 – 32 hours/week. Among the benefits we offer, you can set your own schedule to a degree. We ask you to be here, at least, Monday through Thursday 10 – 4, which comes out to 24 hours/week. The rest of the hours can be set at your discretion, but they will need to be consistent each week. In time, with proof of responsible and high-quality work, some additional flexibility with working hours will become available. The position could grow to full time by mutual agreement between you and us.

Our families are the most important thing in the world to us. We take time off to be with our families, and we want you to feel free to do the same. Time off will generally be approved with at least two weeks' notice. If there is an emergency in your family, we ask that you let us know with as much advance notice as possible, and it will generally be approved.

ATTRIBUTES FOR SUCCESS:

· Very comfortable in conversations, both in person and over the phone

· Detail-oriented

· Focused, energetic, and eager to serve

· Confident and creative, but also realistic and grounded

· Willing to take a risk and be innovative

· Adaptable, a problem solver

· Honest and direct when communicating

· Enjoys working with people and the opportunity to brighten someone’s day

· Works well with a small team toward a common goal

· Self-directed and willing to take responsibility for their own work

· Maintains a positive, can-do attitude even if the day is not going well

· Is teachable, and eager to learn

· Fearless yet tactful when communicating with clients, partners and team members.

· Have persuasive communication skills

· Confident enough to be humble - a willingness to learn from others, and from your own mistakes

· Great analytical and research skills

· Presents self as a professional

· Familiarity with CRM software, Calendly, Zoom, financial service industry and other cloud-based platforms a plus

DUTIES:

· Present yourself to our clients with a smile and a fantastic attitude

· Attending events and seminars to set appointments with attendees

· Follow procedures to give our clients a fantastic experience

· Help us stay organized in our calendars

· Set up appointments with clients

· Be the primary point of contact for our clients’ requests for service

· Process paperwork for servicing existing accounts

· Maintain a fantastic relationship with contacts at our vendors, our carriers, and our partners

· Create and maintain records of our clients and their accounts in our CRM

· Procure supplies as needed

· Help maintain and update your job manual

· Perform other tasks as directed by the owners

REQUIRED SKILLS:

• Must be confident in the basic Office products: Word, Excel, PowerPoint, and Outlook

• Must be comfortable and confident making phone calls

• Must be a creative problem-solver

• Must be able to work with limited supervision

• Must have excellent written and verbal communications skills

• Must be able to think outside of the box to give our clients a novel experience

• Must be diligent in pursuit of short-term and long-term individual and team goals

• Must be able to handle many tasks at once and organize yourself to complete them

• If you are unable to complete tasks in the time allotted, you need to be humble enough to ask for help

This position is responsible for a variety of different tasks, some of which haven't been discovered yet! In a small business you often have to wear a lot of hats. If a project comes up you would like to take charge of, speak up!

We know we don’t have all the answers. We want your input. If you are hired, it will be because we see your ability to contribute to the success and development of our company. Again, don’t be afraid to speak up and share your ideas. We have had some pretty intense debates at meetings, but everyone gets heard and their opinions are respected!

As time goes on and the company grows there will be plenty of opportunities for advancement and career development. We believe in promoting from within. Our current employees know us, know our values, and know how to communicate those values to our clients.

Please do not send a resume at this time. If you send a resume, you will automatically be removed from consideration.

We are also working with a development company to create a new customer relationship management system, or CRM. You will have the opportunity to have input into the design of the system.

A lot of what you do will have clear steps in order to ensure efficiency. We are always open to improvements, but you will need to learn the processes and workflows we have in place and why they are designed the way they are before you offer suggestions. Once you have, we want you to come to us with your ideas so we can continuously improve ourselves and the experience we give our clients. We want you to bring your awesomeness with you and add it to ours to push us to be better.

We are a very process-oriented company. If you are uncomfortable with processes and workflows, please do not apply. You won’t last long here, and we will both be frustrated as a result.

OUR VALUES: ​

As a company, we espouse the following values when working with our clients:

​

• We Connect​

• We personally engage, invest and listen. We take the time to know you, what you value and cherish. ​

• We Walk in Faith

• We are part of a bigger picture. We believe if we help and serve others, we will be supported by God. ​

• We Continuously Strive ​

• We push ourselves to constantly improve our capabilities. We treat challenges as opportunities and enjoy the journey of reaching new heights.

• We Grow Together​

• Our greatest investment is in our clients’ success. As you grow, we grow.

• We Own It ​

• We take our clients’ trust seriously. We believe in doing what we say we will do. We take ownership of mistakes and quickly rectify any that occur.

COMPANY CULTURE:

· Trust

· Consistency

· Grace

· Moxie

· Positivity

· Excitement and Energy

If this sounds like the right job for you, please apply by following these instructions:

Please respond directly to this email by clicking on the reply link in the posting.

Create a Word document with the following response, and attach it to your email:

In the first sentence write, “Hi Scott! My name is _________. I am responding to your post for a Tech Savvy, Self-Driven Administrative Assistant. I believe I would be an excellent fit for the following reasons:

In paragraph one, use three sentences and less than 500 words to give the first reason. Format it with text font size 11, color light blue, font Algerian.

In paragraph two use three sentences and less than 500 words to give the second reason. Format it with text font size 15, color green accent 6 darker 25%, font Haettenschweiler.

In paragraph three use three sentences and less than 500 words to give the third reason. Format it with text font size 9, color orange accent 2 lighter 40%, font Wide Latin.

Finish with your name and contact info.

Job Type: Full-time

Pay: $21.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Application Question(s):

• Please send an email to scott@alignmentfa.com with your response to the instructions at the end of the post.

Education:

• Associate (Preferred)

Experience:

• Customer Service: 1 year (Preferred)

Work Location: In person

Salary : $21 - $22