Production Coordinator

Reporting to:
Director of Training & Development

Are you highly organized, detail-oriented, and thrive in a fast-paced environment? We have the perfect opportunity for you! As a Production Coordinator, you'll be at the heart of our operations, prepping, sorting, scanning, and emailing incoming paperwork. You'll also ensure outgoing mail is ready at the end of each day. This role is crucial for building a strong foundation in the industry while learning and embodying AE's core values every day.

If you're ready to make a significant impact, we want to hear from you!

• Log, sort, prepare, and distribute incoming mail using Pitney Bowes tracking software
• Coordinate distribution and accurate storage of scanned images using Perceptive Content scanning incoming mail
• Physically distribute incoming mail to internal teams and/or individual team members
• Responsible for data entry of client and advisor information to create accounts and cases in Salesforce
• Prepare paperwork, needing a medallion signature guarantee
• Prepare, document and ship outgoing mail
• Reconciliation reporting for incoming and outgoing mail
• Navigate multiple systems and websites to complete required tasks
• Maintain production numbers, while also maintaining a high level of attention to detail to meet quality standards
• Create a positive customer experience when interacting with internal team members and advisors
• Other duties as assigned

• Strong organizational skills and ability to change tasks quickly throughout the day
• Confident, professional, and articulate in written and verbal communication
• PC knowledge including MS word, Excel, Outlook, and ability to learn other systems
• Ability to work independently, but also as a collaborative team member
• A commitment to handling confidential information with integrity
• Ability to take initiative and be accountable for completion with minimal direction
• Detail oriented, motivated, dependable, and strong quality focus

• Previous experience working in the financial service industry
• Previous experience working in a mail room

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care physician
• Continuous personal and professional development opportunities
  
  Recognition for hard work & exemplary performance

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees.

We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.