Company: Nexus Advisors
Work Location: 14241 Dallas Parkway Ste 1200, Dallas, TX 75254
Position Type: Full-time, Onsite (4 days per week)
Standard Hours: Monday to Friday, 8 AM to 5 PM with a 1-hour lunch
Nexus Advisors is a client-focused financial advisory firm, dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and innovative solutions, we guide our clients through important financial decisions. We are currently seeking a motivated and detail-oriented Office Administrator to join our team and support our growing insurance sales operations.
Key Responsibilities:
- Implement and oversee the client meeting experience
- Coordinate service requests, appointments, and communications (mail, phone, email, fax)
- Set up and manage client records (both physical and digital)
- Manage birthday and client special event communication, including gifts and cards
- Assist with the smooth flow of new insurance business operations
- Support revenue-generating activities in the pipeline
Primary Tasks:
- Greet clients and ensure conference room prep and upkeep
- Set up and maintain client e-folders and CRM records
- Address and prepare birthday and thank you cards for clients; remind advisors to write personalized messages
- Arrange for gifts for client birthdays, anniversaries, and other special occasions
- Manage incoming service requests, assign tasks, and process communications
- Prep paperwork applications for insurance, including ordering exams and following up on underwriting and APS
- Keep clients informed throughout the insurance process and update workflows accordingly
- Follow up on pending business and coordinate policy delivery
Technology Knowledge, Skills, and Abilities:
- Proficiency in CRM systems for managing client data and workflows (experience with Salesforce, Adviosr360 or similar platforms preferred)
- Strong knowledge of Microsoft Office Suite, particularly Word, Excel, and Outlook
- Ability to manage electronic filing systems and client e-folders efficiently
- Familiarity with insurance-specific software and tools, including proposal generation and underwriting systems
- Knowledge of digital communication tools for managing phone, email, and fax communications
- Comfortable with technology used for ordering and following up on insurance exams and application processes
Professional Skills and Attributes:
- A professional communicator with strong verbal and written communication skills
- Attention to detail, ensuring all tasks are double-checked, cross-checked, and completed without errors or mistakes
- Represents the firm professionally in all communications, ensuring they align with the firm’s brand and standards
- Takes ownership in maintaining the high quality of client interactions and ensuring seamless communication on behalf of the firm
- Highschool Diploma Required. Some College preferred
- Technology, Customer Service Certifications highly desirable
Benefits:
We offer a comprehensive benefits package, including medical, dental, vacation/paid holidays, disability, and retirement plans.
At Nexus Advisors, we are passionate about providing top-tier service and building lasting relationships with our clients. If you are a motivated individual with excellent administrative and client service skills, we invite you to apply and become a part of our growing team in Dallas.
