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Branch Office Administrator

Gutwein Investment Services
Jackson, MO
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The job responsibilities include but are not limited to: setting up client appointments, preparing financial reports for client meetings, processing money movement requests, answering client and prospect phone calls and emails, communicating with insurance companies and other investment vendors for clients, daily office responsibilities, handling client required minimum distributions, setting up all kinds of different client accounts and planning client events. This is a very fast paced job which requires excellent communication skills, organization, the ability to multi-task, precise attention to detail, knowledge of multi line phone systems, and excel. The right person must be able to stay calm in stressful situations and be a good problem solver. The candidate will need to be very conversational and comfortable talking to a diverse group of people. Must have good credit, pass a background check and be fingerprinted.

Experience in a financial industry, insurance agency, bank or brokerage preferred.

Company Description
We have been in business in Jackson for over 25 years helping individuals, families and businesses establish and meet their Investment and Financial goals. Our tagline that we live by is: Its Your Plan, Your Money, Your way.

Gutwein Investment Services

Address

1166 Greenway Dr. Ste. B-1

Jackson, MO
USA

Industry

Finance and Insurance