Office Coordinator

Continuum Wealth Partners is a comprehensive wealth management firm built to provide clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.

The Financial Times has recognized James Erb as one of the top defined-contribution retirement plan advisors and Forbes has named him a Best-In-State wealth advisor. Forbes has also recognized Robert Cox as a top financial security professional.

POSITION OVERVIEW

Continuum Wealth Partners is currently seeking an Office Coordinator who will have primary responsibility of providing support in the day-to-day management of the office, aiding in insurance operations, and facilitating firm marketing efforts.

The Office Coordinator plays an integral role on the private client group team by preparing documentation and executing processes related to insurance, operations, and marketing. This associate will focus on the day-to-day operations of the practice to ensure maximum effectiveness, allowing the advisory team to focus energy on client relationships. This is an exciting opportunity for those looking for growth opportunities, as this role and accompanying responsibilities have the potential to evolve as the firm grows.

RESPONSIBILITIES

Office Operations:

• Greet and welcome guests

• Direct guests appropriately and notify staff or advisor of visitor arrival

• Ensure office is stocked with necessary supplies

• Maintain the reception area and prepare meeting rooms

• Complete and/or assist with projects as assigned by the Director of Operations and Chief Officers

Insurance Operations:

• Handle case notes, maintaining client case files, and electronically filing performance reports, account forms and other items

• Support the underwriting process by ensuring all stages of the insurance process are managed in a timely, detailed, and confidential manner.

• Track all stages of the insurance process

• Schedule medical exams

• Prepare and submit appropriate applications and follow-up with underwriter

• Manage all client service pertaining to insurance

• Collect any outstanding reporting documents

• Handle the delivery of policies

Marketing:

• Assist in all marketing related activities for the firm

• Help manage sponsorships and events for the firm

• Develop and implement social media strategy

• Manage updates to the firm website

• Research market opportunities for sponsorships and associations

• Help build prospecting lists and research social media profiles

QUALIFICATIONS

• Florida Life & Health License (2-15), or the ability to obtain within 30 days

• Bachelor’s Degree and experience in an office environment or student with high accolades

• Financial services and/or insurance industry experience preferred

• Customer service and/or marketing experience preferred

IDEAL CHARACTERISTICS

• Strong attention to detail with the ability to work with a high degree of accuracy

• High degree of initiative, ownership, and follow-through

• High degree of helpfulness and willing to serve as a resource

• Excellent oral and written communication skills

• Demonstrated organizational and time management skills with ability to set priorities and meet deadlines

• Strong sense of professionalism and discretion required

• Ability to manage multiple diverse projects and assignments in a timely and quality manner.

• Ability to embrace change and work in a fast-paced environment.

• Able to work both independently and on a team

• Ability to maintain client confidentiality.

BENEFITS

Benefits include 401k matching, license/credential reimbursement, group disability insurance, health insurance, and paid time off.

ADDITIONAL DETAILS

• Employment Structure: Full Time

• Location: 3717 West North B St, Tampa, FL 33609

• https://www.continuumwealthpartners.com/

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Life insurance

Schedule:

• Holidays
• Monday to Friday

Ability to commute/relocate:

• Tampa, FL 33609: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 1 year (Preferred)

License/Certification:

• FL 2-15 health, life, and annuities license (Preferred)

Work Location: In person

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