Office Manager
Wealth Coach Of Kentucky, dba Larry E. Botts & Associates, Lexington, KY, United States
Wealth Coach of Kentucky, dba Larry E. Botts & Associates, specializes in providing comprehensive financial strategies and insurance services to individuals and businesses. The company offers a wide range of products, including solutions for college funding, retirement planning, long-term care costs, and lifetime income strategies. Licensed under New York Life Insurance Company and other independent providers, the team also offers securities products and advisory services through Eagle Strategies LLC and NYLIFE Securities LLC. Located in Lexington, Kentucky, the company is dedicated to guiding clients toward achieving their financial goals with integrity and personalized service.
Office Hours: 8:30 am - 5:30 pm, closed on national holidays
Primary responsibilities will include, but are not limited to:
Direct and participate in growth activities to support overall business objectives and plans.
Oversee, direct, and organize the work of agent support staff.
Ensure staff members receive timely and appropriate training and development.
Develop, establish, and direst execution of operating policies to support overall company policies and objectives.
Prepare weekly reports.
Schedule / prepare multiple Registered Representatives for client appointments.
Manage Calendars.
Research and case preparation.
Track open cases to completion and follow up as needed with underwriting department and/or clients
Skills/Qualifications
Bachelor's Degree (Business or Finance preferred).
Operational experienc in strategic planning and execution with a financial firm environment.
Knowledge of industry CRM tools, financial planning, structureing compliance, Registered Investment Advisor ("RIA") and Insurance Industry.
Strong leadership and management background required.
Excellent verbal and writtenc communication skills.
Licenses: FINRA Series 7, 24, 66 - Insurance Life and Health preferred.
Ability to ensure compliance of firm's policies and procedures.
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Office Hours: 8:30 am - 5:30 pm, closed on national holidays
Primary responsibilities will include, but are not limited to:
Direct and participate in growth activities to support overall business objectives and plans.
Oversee, direct, and organize the work of agent support staff.
Ensure staff members receive timely and appropriate training and development.
Develop, establish, and direst execution of operating policies to support overall company policies and objectives.
Prepare weekly reports.
Schedule / prepare multiple Registered Representatives for client appointments.
Manage Calendars.
Research and case preparation.
Track open cases to completion and follow up as needed with underwriting department and/or clients
Skills/Qualifications
Bachelor's Degree (Business or Finance preferred).
Operational experienc in strategic planning and execution with a financial firm environment.
Knowledge of industry CRM tools, financial planning, structureing compliance, Registered Investment Advisor ("RIA") and Insurance Industry.
Strong leadership and management background required.
Excellent verbal and writtenc communication skills.
Licenses: FINRA Series 7, 24, 66 - Insurance Life and Health preferred.
Ability to ensure compliance of firm's policies and procedures.
#J-18808-Ljbffr