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• Account Maintenance - Client personal information changes; name, address, phone number, email

• Account Service - Broker/Dealer updates, Beneficiary changes

• Client Database - Make updates, enter new client info, and reconcile information with Approval letters.

• Client Services - Maintain Shared Drive Folders, file client paperwork, account statements, etc.

• New Business - Process and monitor through the UAO, Firelight, and monitor ABGA Life Insurance.

• New Business Administrative Support - scan and/or copy account applications and forward to the appropriate party, expedite applications and correct applications, and resubmit when necessary.

• Maintain Agency Integrator Data Base

• General Office Duties - Back up the front reception area, answer phone, assist staff as needed, scan and fax documents, send mail, maintain kitchen.

*Must be proficient with Word, and Excel, and able to quickly pick up new software as almost all communication and processing is digital.

Personal Characteristics

• Understand ethical behavior and business practices and ensure behavior is consistent with these standards and aligns with the values of the organization.

• Establish and maintain positive working relationships with others both internally and externally to achieve the goals of the organization.

• Speak, listen, and write in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.

• Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters.

• Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness.

• Maintain strict confidentiality with highly sensitive information.

• Perform repetitive tasks while maintaining speed of work and attention to detail without productivity loss.

• Possesses strong organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail. 

Position Type and Expected Hours of Work

Part-time position with hours to be determined between 20-30 hours.

Full-time position with up to 40 hours.

Benefits and Compensation

Vacation, PTO, Health Benefits, Dental, Vision, and Salary based on experience.

Supervisory Responsibility
This position has no supervisory responsibilities, but there is an opportunity for advancement.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines.

Physical Demands
Filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.

Required Education and Experience
A high school diploma and one year of administrative experience is required.

Preferred Education and Experience
An associate degree and two years of related experience is preferred.

Work Authorization/Security Clearance
A full background check is conducted, including credit report and fingerprinting. Must be eligible for SEC clearance.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

*EEO Statement
Chisholm Trail Financial Group (CTFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train, and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran status, or genetic information. Opportunities throughout CTFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug-free work environment and we perform pre-employment substance abuse testing.