Production Coordinator - Advisors Excel : Job Details

Position: Production CoordinatorDepartment: Mail OperationsReporting to: Director of Training and Development Overview: 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. Join our dedicated mail team, where all members are non-registered associates and must be fingerprinted to handle AE Financial Services mail. 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!What you'll do: Responsible for logging, sorting, preparing, and scanning paperwork for mail Maintaining electronic queues for incoming UPS, supplies, and unassigns Entering portal applications Preparing signature guarantee paperwork Problem Resolution on paperwork Correspond by phone/email with advisors' offices when appropriate Other duties and projects as assignedExperience you'll bring: Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities Confident, professional, and articulate in written and verbal communication PC proficiency, ability to work on several platforms at once Ability to work independently, but also as a collaborative team memberBonus Points: Previous experience working in the financial service industryWhat you'll get: 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 performanceWho We Are: 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.