Responsibilities

• Administration: Organize calendars and ensure Consultants stay on track with upcoming tasks.
• Administration: Serve as the primary contact for clients, handling inquiries and providing timely information.
• Administration: Assist with prospecting efforts, preparing letters, and creating supportive materials.
• Administration: Backup other office staff as needed and assist with training new employees.
• Marketing: Maintain and update client data in our proprietary systems.
• Marketing: Review client positions, assist with margin calls, and communicate with lenders.
• Marketing: Collaborate with grain buyers to sell cash grain and monitor market trends.
• Marketing: Support Consultants with placing futures and options orders and creating reports.
• Marketing: Plan and coordinate events, presentations, and client meetings.
• Client Documentation: Prepare and update client reports, brokerage accounts, and financial records.

Requirements

• High school diploma required; associate or bachelor’s degree preferred.
• At least one year of related experience is a plus.
• Strong interpersonal skills and a friendly, professional demeanor.
• Exceptional attention to detail and organizational skills.
• Takes initiative and works independently.
• Ability to manage multiple tasks efficiently.
• Proficiency in Microsoft Office Suite
• Phone etiquette

Benefits

• Comprehensive Training: Partner with a mentor for 13 months, receiving personalized coaching and training for success in this role. Additional education includes preparation for the Series 3 exam and communication skill enhancement.
• health care
• dental
• vision
• Health Savings Account
• life and voluntary life insurance
• disability insurance
• paid time off
• retirement savings
• professional development opportunities