Business Development Specialist

Company: Secure Financial Group
Location: Topeka
Posted on: May 15, 2022

Job Description:

Job Description JOB Description: The person will work directly alongside of the Chief Development Officer to assist with the daily operations of the family of companies within Secure Financial Group. As the Operations Specialist, this person will be responsible for supporting all facets of accounting, including payroll, accounts receivable and payable also including purchase orders. COMPANY DESCRIPTION: Secure Financial Group and associated family of companies is committed to helping our clients and financial professionals reach their financial and business goals. A multi-disciplined, client centric approach to providing compressive financial and insurance services. COMPANY ENVIRONMENT: We strive to create a family environment and to provide opportunities for growth and personal development for all employees. We take a team approach to our company---s structure and welcome open communication and open flow of ideas from all our employees. Flexibility is important to a healthy work-life balance, and we provide that as long as the work is being completed. Responsibilities: -- Support the Chief Development Officer by defining scopes of projects with division managers, identify key stakeholders --- both internal and external, create work plans, determine resources (time, money, systems) necessary, determine objectives and measures upon which the project will be evaluated, and identify and manage key sequences to ensure success -- Partner with the Chief Development Officer in growth activities, which include but not limited to coordinating client events, seminars, marketing campaigns, tradeshows, wholesaler presentations, etc. -- Assist as a resource to department heads with onboarding new employees, approving their team members weekly time sheets and PTO requests. -- Assist Accounting Department with payroll, advisor---s commissions, accounts receivable and payable. This will include creating customer statements and processing payments in QuickBooks. -- Maintain reports, data, and detailed notes in Salesforce, related to advisors, clients, and employees. -- Process sales kits and purchase order requests. Qualifications and Skills -- Strong computer efficiency and skills, including MS Office(Word, Excel, PowerPoint) -- Ability to learn new software programs -- Strong organizational skills -- Strong work ethic -- Ability to prioritize tasks and work well under pressure in a fast-paced environment Benefits -- Health Insurance -- Paid Time Off -- 401K Company Description Secure Financial Group's mission is to help create and maintain wealth for our clients through long-term, effective, financial management. We take pride in our client relationships based on trust, competent professional service, continual communication, and prompt personal service.

Keywords: Secure Financial Group, Topeka , Business Development Specialist, Other , Topeka, Kansas