Office and Administrative Coordinator (In Office) - Alera Group

OVERVIEW

JA Counter, an Alera Group Company is seeking an Office Assistant & Personal Markets Coordinator to join our Team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you're looking for, this is your chance to be part of an amazing organization!

Powered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work.

At JA Counter, an Alera Group Company, our mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We accomplish this through knowledgeable employees by providing an environment so they can and bring value to this mission by:

• Expecting far more from ourselves than we do from others
• Being pioneers with the courage to take reasonable risks
• Inspiring excellence and success
• Leading with integrity and wisdom
• Having fanatical attention to service, consistency and detail

Basic Function

Considered an internal project and service role, the Office Assistant has the primary responsibility ensuring the efficient operation of the front desk and office; working to achieve the goals of first call resolution and personalized connections for all Alera Group clients. This important role serves as the first impression for new and existing customers.

RESPONSIBILITIES

• Responsible for first impressions of everyone who engages with our office; creating memorable, easy, and positive experiences.
• Prompt and accurate response to all forms of inbound interactions (phone, fax, in-person, email, etc.) with goal of first engagement resolution.
• Maintain the office environment for cleanliness and ordering/reordering Ensuring adequate inventory levels in a cost-effective manner.
• Troubleshoot technology or machines, such as copiers, when needed, to include working with vendors as required.
• Assist internal departments with on-going administrative support on an as needed and on-going basis.
• Maintain computer and paper files clients ensuring insurance information is up to date and accurate in appropriate internal documentation systems.
• As requested, prepares client outreach mailings, accurately and timely, including but not limited to weekly birthday letters, new client letters, annual client satisfaction survey.
• Perform mail duties including daily picking up at and delivering mail to Post Office, opening, sorting and distributing mail to office staff.
• Perform weekly bank deposits.
• Manages office security protocols including, but not limited to, management of security, distribution and collection of security fobs and management of door security codes.
• Manages building conference room schedule and coordinating access.
• Various building management tasks, including, but not limited to coordinating with maintenance on required items to be addressed in the building.
• Complete work schedules, manage calendars, and arrange appointments.
• May perform other projects for sales and administration staff and other duties as assigned.
• Requires physical, front desk coverage from 8:00 a.m. to 4:30 p.m., Monday- Back up available and to be coordinated by Office Assistant.
• Event coordination and management of sales educational events in our local
• General, functional knowledge of personal insurance, wealth services, retirement plan services to act as back-up during busy seasons

QUALIFICATIONS

Individual in this role must be willing to get fingerprinted and have a background check, including a disclosure of personal investment accounts held outside of our Broker Dealer to be registered to process incoming and outgoing mail.

Education

• Associate degree in office administration or equivalent experience working in financial services or insurance related field

ncial services or insurance related field.

Experience

• Experience working in an office environment, managing a phone system and coordinating work schedules for others
• Proficient with Microsoft Office Suite and CRM systems
• Demonstrated experience working with minimal supervision and direction from multiple people

BENEFITS

We offer comprehensive benefits to employ