It is time to explore new challenges in your career. Lifeguard Financial, a Lonestar Wealth Management Company, is an independent, privately-owned financial services company in Mentor OH. We are looking to add a full-time Office Assistant to our team. Our Investments in

You:

Paid Time Off Sick Time Paid Holidays Group Health Insurance Company Paid LTD and Life Insurance The Expertise We're Looking For:

High School degree or GED Equivalent

• Required Associate's degree or Higher
• Preferred Prior Administrative Experience
• Preferred Prior Service Industry Experience
• Preferred Experience working with CRM systems or financial services software
• Preferred Key Traits of a

Successful Office Assistant:

Able to communicate verbally and in writing Able to learn and adapt to changes Able to bring a positive, friendly, and pleasant attitude Able to build and maintain client relationships Able to maintain strong organizational skills Able to effectively manage time and tasks Able to be proactive, problem-solve, and exercise independent judgement

What You Will Be Responsible For:

Set and confirm calendar appointments Greet consumers on the phone and in person with a warm and welcoming approach Answer incoming calls and transfer all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and events Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.) Assemble meeting preparation documents pertaining to the client/prospect Collect all vital information for all paperwork Enter client information into the CRM system Updating client account portals quarterly with necessary documents Participate in client relation efforts as needed Sending out touchpoints to clients Assist in completing new account paperwork and annuity and life insurance applications Process new business applications with detail and accuracy and submit information to parties Obtain necessary documents and signatures from clients for carrier approval Track application process and new account set up Perform other clerical duties such as filing, photocopying, collating, faxing etc. Maintain and organize office files and documentation All other duties as assigned Check us out!

Website:

https://lifeguardfinancial.com/ If you feel like we would be a good fit for each other, apply now!

Pay:

$17.00

• $20.

00 per hour

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

In person