What are the responsibilities and job description for the Business Operations Coordinator position at Milestone Financial Solutions?
Milestone Financial Solutions is an independent financial planning firm dedicated to providing personalized financial services to our clients. With over 50 years of experience serving the Richmond, Virginia area, we are a trusted source for retirement, insurance, and financial planning.
Role Overview:
As a Business Operations Coordinator, you will play a crucial role in enhancing our business operations. This role is for an unselfish, cooperative, self-motivated individual to assist our company with service and new business processing of Life Insurance and securities products. An excellent candidate would be an individual with experience as a financial representative who would prefer a salaried role. At a minimum, a good candidate must be a lifelong learner willing to pursue professional designations such as CLU, ChFC, or CFP and other training opportunities for advancement. Successful candidates must be focused, consistent, methodical, and accurate individuals who understand the importance of rules and industry standard details.
This position is divided into two main responsibilities:
- Advisor Support
- Manage appointment calendar, schedule appointments, and follow up with clients.
- Monitor and handle emails, phone calls, and document coordination.
- Prepare and coordinate materials for client meetings.
- Assist with new life and immediate annuity paperwork.
- Manage and renew licenses and appointments for fixed life insurance and immediate annuities.
- Client Service Support
- Assist product specialists with onboarding new clients.
- Process client service requests for life insurance, securities, and annuities.
- Provide exceptional service to meet the needs of existing clients.
Position Requirements:
- Self-motivated with excellent organizational skills.
- Ability to work effectively as part of a team in a fast paced environment.
- Be able to work in both a proactive and reactive manner
- Notary certification is a plus.
- Strong client services, customer service, and communication skills
- A passion for customer satisfaction
- Basic understanding of finance and accounting principles
- Excellent problem-solving and critical-thinking skills
- Ability to effectively multitask and manage time
- Bachelor's degree in Business Administration, Finance, or a related field
- Experience in a similar financial services role
- High attention to detail with an ability to complete and track various forms and processes
- Phone Skills
- CRM, Computer Skills necessary
Salary : $48,000 - $87,000
