Succession & Retirement Financial Services Representative
You will provide administrative support to the Succession & Retirement Consultants, generate customer reports, letters, memos, charts and graphs; establish and maintain customer contact. If you have post high school education in administrative support and/or related field; 3+ years of experience in the area of agriculture real estate, legal documentation and/or paralegal; high proficiency in MS Office; possess strong attention to detail; proven customer service skills; and ability to organize and prioritize workload and follow through on assignments, apply today!
Primary Duties and Responsibilities:
- Provide administrative support to S&R Planning Consultants and the VP of S&R Planning.
- Generate customer reports, letters, memos, charts and graphs.
- Create and maintain files in various systems.
- Establish and maintain customer contact, work with customers to schedule meetings and updates.
- Ensure effective communication between the S&R Department and other departments within the association.
- Responsible for time records and updates to customer billing system.
- Present a professional, competent and welcoming image to AgCountry customers and office visitors.
- Facilitate a strong sense of teamwork and purpose.
Required Qualifications:
- Post High School education in administrative support or related field and/or equivalent business related experience.
- Three years administrative experience in the area of agriculture real estate, legal documentation and/or paralegal preferred.
- High proficiency in Microsoft Office, including Word, Excel & PowerPoint.
- Ability to organize and prioritize workload and work efficiently under pressure.
- Ability to follow through on assignments with minimal supervision.
- Excellent interpersonal, communication (written and verbal) and customer service skills.
- Strong attention to detail
At AgCountry we offer competitive salaries, first rate benefits and career development opportunities! "We Bring More to Your Table".
EEO/AA/M/F/Veteran Disability