Need financial services professionals!! Multiple roles!!

Position Overview

Title: Executive Assistant / Account Specialist / Client Service Assistant / Client Service Advisor
Reports To: CEO
Department: Head of Department
Compensation: Market Competitive, Commensurate with experience
Job Classification: Full-time Employee, Professional, Non-Supervisory, Exempt
Benefits: Full Total Rewards Package
Work Location: Guilford, CT 06437
Travel: Less than 10% travel is expected
Requirements: Criminal Background, Credit, Motor Vehicle Records Check
Start Date: Immediately.

Full Position Profile links:

Executive Assistant
https://proforceco.com/wp-content/uploads/2023/12/Agemy-Financial-Strategies-Executive-Assistant-Position-Profile-v1.02.pdf

Account Specialist
https://proforceco.com/wp-content/uploads/2023/12/Agemy-Financial-Strategies-Account-Specialist-Position-Profile-v1.08.pdf

Client Service Assistant
https://proforceco.com/wp-content/uploads/2024/01/Agemy-Financial-Strategies-Client-Service-Assistant-Position-Profile-v1.02.pdf

Client Service Advisor
https://proforceco.com/wp-content/uploads/2024/01/Agemy-Financial-Strategies-Client-Service-Advisor-Position-Profile-v1.02.pdf

Position Purpose - Executive Assistant

The Executive Assistant will be responsible for delivering a high standard of administrative support to the President including all aspects of administrative support. The Executive Assistant must have the ability to anticipate and resolve conflicts as they arise and prioritize issues. This position requires excellent interpersonal and relationship-building skills – and must use a solutions-oriented approach to support and address the business needs of the office, including supporting other team members, and business partners as required.

Position Purpose - Account Specialist

This position is responsible for ensuring that client needs and expectations are met or exceeded. They will maintain customer satisfaction by applying problem-solving and relationship-building skills and seeking to understand clients and their asked or unasked questions. This person will focus on the movement of money into new positions immediately. As they establish and maintain investment accounts, they will proactively communicate with clients and companies, educating and informing them of the progression of onboarding, new accounts, transfers, and maintenance timelines. Experience in the life, insurance, Annuity, and investment fields with filling out applications and processing business. Licensing is a plus and a bonus but not necessary.

Position Purpose - Client Service Assistant

Client Service Assistant will be responsible for taking actions to further the company’s philosophy of developing a personal, confidential relationship with each client, reflective of their individual needs and circumstances. They will work closely with the rest of the team as we strive to treat clients with the utmost importance so that the clients have a special experience here like no other company gives them. They support the running of the office and assist all team members in building strong prospective and client relationships. They will handle various phone and computer tasks.

Position Purpose - Client Service Advisor

This position is responsible for ensuring that client needs and expectations are met or exceeded. Client Service Advisor will maintain customer satisfaction by applying problem-solving and relationship building skills and seeking to understand clients and their asked or unasked questions. The overall goal of this role is to find new opportunities to continue doing business with existing clients and generate referrals for new business through the top five action areas listed below.

About Agemy Financial Strategies

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living.

We specialize in conservative retirement strategies with the goal of minimizing our client’s risk with an effective return. Our core objective is to satisfy our client’s needs… We listen.

A customized approach is used for each individual situation. There are no preconceived ideas as each person has very different needs, backgrounds, and circumstances. Being sensitive to each person’s situations, issues and concerns is a core value of our organization… We partner.

We aim to use a servant’s attitude to develop long-term relationships as we strive to treat others as we would like to be treated… We care.

Agemy’s Total Rewards, Benefits, and Perks

Agemy’s Total Rewards and Compensation program clearly demonstrates a commitment to providing support and assistance in all stages of your life. Agemy Financial Strategies is committed to supporting the health and well- being of its employees.

Agemy’s Total Rewards package for all employees in this position includes,

• Financial Benefits
• Medical, Dental, and Vision Insurance
• Basic Life Insurance and AD&D
• Voluntary Life Insurance and AD&D
• Short-Term & Long-Term Disability
• Retirement Savings Plan
• Workers’ Compensation Insurance
• Professional Growth and Development
• And More Benefits!

Financial Benefits

Competitive Wage and Salary Policy

Agemy Financial Strategies has developed policies and procedures to ensure wages and salaries are competitive and able to attract and retain the best-qualified people. Our Competitive Pay Scale is based on position and experience.

Paid Holidays

The Company provides paid time off for six (6) major holidays. Whenever one of these holidays falls on or is observed by the federal government on a Monday, Tuesday, Wednesday, Thursday, or Friday.

• New Year's Day - January 1st
• Memorial Day - the last Monday in May
• Independence Day - July 4th
• Labor Day -- the first Monday in September
• Thanksgiving - the fourth Thursday in November
• Christmas Day - December 25th

Retirement Savings Plan

A retirement plan is available after one year of employment for those permanent employees (regardless of whether they are full-time or part-time employees) who require it and who meet the criteria for participation in it.

Performance-Based Financial Incentives

Financial Performance Incentives

Occasional bonuses may be added to team members' pay, depending upon the individual member's quality of work and job performance, and upon the performance of the Company.

More Financial Incentives

At Agemy, there is no shortage of opportunities to increase income, for example,

• Random cash bonuses
• Personal incentives for productivity
• Cash bonuses for reaching goals
• Profit sharing for employees
• $100 annual tax preparation credit for team members
• Heavy discount on Will and Trust preparation for Agemy team members
• Minimal, if any, management fees on team member’s investments
• Financial bonus for referring people who become clients

Medical, Dental, and Vision Insurance Benefits

• Medical Insurance Benefits. Medical insurance will be made available for those team members who require it and who meet the criteria for its issuance. Those members should consult Andrew for details regarding availability in their particular circumstances.
• Dental Insurance Benefits. An employer-paid dental insurance plan from a nationally recognized carrier is available to all eligible employees.
• Vision Insurance Benefits. A voluntary vision insurance plan from a nationally recognized carrier is available to all eligible employees.
• Voluntary Supplemental Term Life Insurance
• Employer-paid Short-Term Disability Insurance
• Employer-paid Long-Term Disability Insurance
• Employer-paid $50,000 in Group Term Life Insurance Coverage

Work-Life Balance Benefits

Personal Time Off

Personal time is allowed based on years of service and hours worked, as shown in individual contracts of employment. It may accumulate from one calendar year to the next.

Workers’ Compensation

The Company subscribes to Workers’ Compensation insurance. Employees receive information regarding the Employee Notice of Network Requirements during New Hire Orientation.

More Work Life Balance Benefits

Agemy is always looking for additional rewards and opportunities to recognize team members and incentivize health and performance, for example,

• Random bonuses of time off
• Five-year anniversary awards
• Team activities, e.g., escape room team events, team lunches, etc.

Intangible / Emotional Rewards (the really cool stuff)

Intangible rewards can only be delivered by a company and leaders who care. Intangible rewards at Woodmont Cabinetry include praise, awards, honors, recognition, inclusion, etc. We take this seriously – here is how seriously and what else you can expect:

• Healthy Leadership Team
• Strong Corporate Culture
• Performance Recognition
• Caring, Qualified Colleagues and Leaders
• Cross-training Opportunities
• Servant Leadership Management Model
• Faith-Based Culture
• Career Advancement Possibilities
• Career Stability in an Established Organization
• And Great People!!

Even More Perks…

• Celebration of team member’s birthdays with lunch and gift
• Celebration of team member’s anniversaries with lunch and gift
• Annual team Christmas party
• Free coffee, tea, hot chocolate, and ice in the office.
• An office kitchen and kitchenette are available with refrigerator, microwave, etc.
• A large team room is available for lunch, etc.
• Agemy-paid lunches when interviewing team member candidates
• And if you have some more good ideas, we want to hear them!

Whatever you do, work at it with all your heart, as working for the Lord, not for men, because you know that you will receive an inheritance from the Lord as a reward. It is the Lord Christ whom you are serving. Colossians 3:23-24

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Work setting:

• In-person
• Office

Application Question(s):

• How many years of experience do you have in knowledge of Microsoft Office (e.g., MS Word, Excel, PowerPoint, Outlook), Access, and Microsoft Project?
• Are willing to work in office locations Guilford, CT 06437 OR Greenwood Village, CO 80111?
• Which of the following roles is suitable for you? (Select any of the given roles)

1. Executive Assistant
2. Account Specialist
3. Client Service Assistant
4. Client Service Advisor

Education:

• High school or equivalent (Preferred)

Experience:

• Financial Industry: 1 year (Required)

Language:

• English (Preferred)

Ability to Relocate:

• Marlton, NJ 08053: Relocate before starting work (Required)

Work Location: In person