Rpo - Planners Assistant / Practice Manager / Executive Assistant
Lincoln Financial Advisors
Denver, Co
Planners Assistant/Practice Manager/Executive Assistant Executive Assistant and Practice Manager to two C Level Executives – Founder/CEO and President/COO Managing a book of business in excess of $125 M with 550+ clients to service. Prepare and process investment applications, account openings for individuals and company-based retirement plans. Provide account maintenance: deposits, withdrawals, transfers, beneficiary updates, and a multitude of client requests. Illustrate insurance quotes, point in time snap shots, set up paramedical exams, process and place insurance products. First point of contact with all clients through answering phones and in person greetings, client contact throughout workflow activities, gatekeeper for executives. Schedule all client annual reviews, follow-up meetings, coordinate between wholesalers, money managers, attorneys, advisors, and clients. Prepare all applications and contracts in advance of all client meetings, input and maintain CRM, company calendar, advisor schedules. Arrange extensive travel accommodations; flights, transportation, and lodgings. Document and process client follow-up activities and report on progress at weekly team meetings. Assist in walking clients through postmortem procedures and processing death claims. Establish a new company procedure manual. Train new employees.