Financial Services Support

As a full-service financial planning firm, we at Secure Path Advisory Group help our clients implement retirement plans, establish business planning and large-scale estate plans, and navigate the many challenges of agribusiness planning. We are looking for a new addition to our financial services support team in Sugarcreek, OH.

This position collaborates closely with a team of Investment Advisors to ensure that day-to-day operations of the firm run smoothly and efficiently. It requires a large amount of collaboration with advisors and the administrative team, so the firm’s customers receive a consistent high level of service and support regarding their contract inquiries. This position also requires clear and consistent communication with many people inside the firm as well as with our compliance departments and partner companies.

This position is a 37.5-hour a week full-time salary position with a full benefit package.

You will work under the leadership of the Office Manager and will work in conjunction with other members of our support services team and Investment Advisors.

Duties include:

• Manage the new business process for the financial advisor and paperwork specialist

• Process, record and track new business to completion

• Maintain compliant client files

• Provide backup when necessary for service work on existing accounts

• Ability to manage multiple changing priorities and deadlines

• Prepare monthly production report

• Manage scheduling for the financial advisor in the Sugarcreek office

• Enter data in AMS system for commission payouts

• Maintain administrative functions of the office as required and perform other duties as assigned

• Work independently and with confidentiality

• Be a team player

• High School Diploma or equivalent

• Experience working in an office environment

• Excellent phone skills

• Excellent written and verbal communication skills

• Strong attention to detail

• Excellent client service skills

• Good technology and computer skills (Word, Excel, Power Point, etc)

• Ability to multi-task and adjust priorities

• Great attitude

• Exceptional work ethic

• Ability to work independently and as part of a team that strives to create a sense of family

• Commitment to excellence

Secure Path offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values work-life balance

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• Recognition and rewards

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

• Vision, Dental, HSA/FSA, & Life Insurance

• Paid time off (vacation & sick time)

This position offers a salary with an annual bonus based on performance review and company growth.

Ready to make your next move? Apply today and help us continue delivering excellent service to our clients.

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

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