Job Description

These are the fundamental components of the job:

• Responsible to deliver a combination of exceptional customer service and administrative functions in support of service staff and Financial Advisors, including but not limited to: maintaining client files, Advisor's schedules, managing calendars, preparing portfolio reviews, maintaining compliance standards etc.
• Answer any overflow of incoming phone calls and serve as a backup to reception
• Maintain effective working relationships with clients, managers, and personnel

Other functions of the job:

• Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

• 2+ years office, administrative or customer service experience
• Associate degree or higher preferred; desire to study and obtain Series 6 & 63 licensing (with Sgroi Lawley support)
• Proficient MS Office Suite (Word, Excel, PowerPoint, Outlook)
• Positive attitude, even in a fast-paced environment
• Ability to make customers and coworkers feel important and valued
• Ability to effectively multi-task, prioritize, work quickly and efficiently
• Precise verbal and written communication skills, even under time constraints
• The ability to pass a comprehensive background check upon hire

A bit about Lawley!

• We are not a call center environment
• We achieve success by building genuine relationships together, with our teams and clients
• We are a family owned insurance broker (nearly 70 years!)
• We are deeply committed to the communities we serve and love to get involved
• We work hard and play hard!!!

Why Lawley?

• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision--and SO many more)
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule - available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old)
• Educational support, career development, and growth opportunities
• Job Security (we've never had a lay-off, even during the pandemic)
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm
• Comfortable, family-oriented culture, with an emphasis on work life balance
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
• Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $37,950.00 to $63,250.00.

Skills Required