Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. The multi-generational firm takes a team approach to addressing our clients biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.
As the first point of contact for visitors to our office, the ideal candidate will provide a warm and joyful atmosphere. It would be your goal to meet and know our clients and treat them like family. You would also reach out to clients to schedule, coordinate and confirm appointments. You would own sending cards or small gifts for special occasions such as retirement or birthdays. You may welcome clients to and participate in special client events. You may also be involved with communicating firm activities or information via email or social media. You would own scanning and archiving all client communications. You would also be assigned duties as required (i.e. administrative work and general clerical support) while not directly involved with client service activity.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.
- Answer and direct phone calls
- Manage calendars and conference rooms
- Decorate and maintain a welcoming lobby
- Act as first point of contact for visitors
- Admin support
- Website updates
- Marketing supplies
- Scanning
- Sorting and distributing mail to office personnel.
- Other duties as assigned.
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.
- Telephone and interpersonal skills
- Customer/Client Focused
- Professionalism
- Excellent Verbal Communication
- Microsoft Office Skills - Excel, Word and Outlook
- Comfortable working independently in a fast paced office
EDUCATION AND/OR EXPERIENCE: - Experience in a Financial office is preferred
CERTIFICATES, LICENSES, REGISTRATION: None
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit at a computer for long periods of time in office environment well lit.
- Ability to lift up to 20 pounds.
- Position is located in Fort Wayne, IN. Must be able to work in the office during scheduled work hours.
- Attendance at some after hours marketing events may be required.
OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
KESTRA VALUES: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.