Job Openings

Job Openings

Job Opportunity - Life Insurance Sales Associate

The Meritrust Wealth Management group located in Louisville has an immediate opening for a Life Insurance Sales Assistant.  If you are interested, please send your resume to Melody Grapperhaus (melody.grapperhaus@mcmcpa.com) no later than Tuesday, January 10, 2012.

Job Title: Life Insurance Sales Associate
Department:
Meritrust
Reports to:
Branch Manager
Level:
Full-time
Last updated:
12/27/11

Fast-growing wealth management firm located in Louisville, KY has immediate opening for top-notch life insurance sales assistant. Exciting opportunity for the individual who has great customer service and organizational skills and enjoys working in a small office environment. This individual will support a successful producer, handling daily administrative duties and interacting with clients and staff.

Essential Functions:

Preparing insurance applications and client illustrations.

Corresponding with insurance carriers.

Creating and maintaining files.

Calling clients to schedule appointments.

Preparing correspondence and documents for producers and clients.

Tracking producer compliance requirements.

Coordinating with operations staff to thoroughly research and resolve client inquiries.

Other duties as assigned.

Requirements:

At least five years of financial services experience with a concentration on life insurance.

Knowledge of insurance products and processes.

Strong analytical, organizational, multi-tasking, and follow-up skills.

Excellent written and verbal communication skills.

Excellent PC skills, including Microsoft Word, Excel, PowerPoint, and Outlook.

Must be comfortable interacting with co-workers, clients, and management.

Preferred:

Life and health insurance licenses.

Series 6 & 63 registrations.

Knowledge of investments, trusts, bank products, and financial planning.

Compliance experience.

Expectations:

Respect fellow team members.

Take ownership of identified processes and responsibilities.

Keep open communications with advisors and manager.

Perform work with confidence and pride, follow through to completion.

Dependable.

Make informed decisions – discuss with manager when needed.

Job Opportunity - Administrative Coordinator

Job Title: Administrative Coordinator
Department: Accounting Services
Reports to: Operations Manager, Internal Support
Coordinates with: AS Team Managers
Level: Administrative; full-time

Last updated: 12/30/2011

Summary of Responsibilities:

To be experienced in handling a wide range of administrative related tasks, able to work independently with minimal supervision. Become acquainted with all areas/departments of the MCM office and provide support that will allow Accounting Service team members to be successful.

Essential Functions:

Prioritize, understand and manage assigned multiple projects simultaneously, and follow through on issues in a timely manner
• Prepare Proposals, Client Profiles, Potential New Client Lists, Engagement Letters and Service Contracts from provided information
• Prepare final client documents, faxes and copies including proofreading, footing and formatting
• Retrieve and save within Engagement software electronic ADP reports and notices
• Update and maintain AS department payroll tax return assignment list and workload allocation list
• Assemble and scan returns, work papers and financial statements and save within Engagement software (include bookmarking as necessary)
• Process and scan 1099’s and W-2’s at year end
• Maintain offsite storage and document retention for AS department
• Process Routing sheets (green) for AS department
• Assist with day-to-day general AS department office duties including but not limited to processing ADP invoices, preparing mailing labels, UPS/FedEx/Zip packages and incoming/outgoing mail, maintaining office supply inventory, running errands and filing of client’s documents as needed
• Coordinate AS department internal and external meetings, including reservations, meals, and set up meeting space
• Maintain and set daily work priorities determined from duties log-in sheet
• Assist with maintaining and developing AS department WIG scoreboards

Additional Functions:

Assist with MCM Receptionist coverage on an as-needed basis
• Cross train with IST member on all functions of position
• Assist Consulting Administrative Coordinator on an as-needed basis
• Assist with assigned kitchen duties

Education, Experience and Skills:

Must have a minimum of 3 years relevant work experience
• Must have strong organizational and multi-tasking skills
• Must have excellent written and verbal communication skills
• Must have intermediate skill level working with Microsoft Power Point, Outlook, Word, Excel and Adobe Acrobat
• Must have ability and desire to perform Internet research on multiple topics
• Must be comfortable interacting with professionals at all levels, internally and externally
• Must be able to function and take direction from all AS team members, set priorities and meet deadlines
• Must be able to operate general office equipment, copiers, fax machines, 10-key, multi-line phone system
• Must have knowledge of Engagement, Practice Management and Quickbooks (preferred)
• Must be detailed orientated

Expectations

Respect and earn respect of fellow team members
• Take ownership of identified processes and responsibilities
• Keep open communications with Managers
• Perform work with confidence and pride, follow thru to completion
• Be dependable and timely
• Be cooperative, friendly and courteous to team members
• Make informed decisions – discuss with managers as needed
• Participate in WIG meetings and set tasks daily in order to achieve Personal Game Plan (PGP) goals
• Work in a safe, clean and employee friendly atmosphere
• Be honest and trustworthy

Working Conditions:

Ability to be seated for long periods of time – office desk environment
• Occasional heavy lifting
• Minimal hazards. General office working conditions
• Occasional evening and weekend work required

Please send resumes and/or cover letter to the attention of Melody Grapperhaus (melody.grapperhaus@mcmcpa.com) with a notation as to the IAAP referral source (i.e. IAAP member self or name of IAAP member referral) in the email.

Job Openings

Check back often for new postings. (11/8/2011)

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