Our client is a Financial Services Company that assists union brothers and sisters in planning for their retirement and the unexpected along the way.  They are organized under IBEW Local 965 and have an intimate knowledge of the benefits that are provided through locals.  They take pride in making sure everything is done right the first time.  By working with the companies of the Principal Financial Group®, they are able to help union members find a financial strategy that fits their needs and budget.  Our client work diligently to make sure its clients, no matter their needs, are taken care of in an honest and professional manner.

Responsibilities
Greeting Clients/ Answering Phone
Sorting and Distributing Incoming Mail
Scheduling Appointments
Filing Owner’s Business and Splits
Filing the next day’s appointments in Owner’s drawer
Completing Apps with Follow-up on Missing Requirements
Submitting Business
Maintain Submitted Business Logs w/Updates to Reps
Scanning Submitted Business and Checks
Enter Questionnaire Info into Financial Strategies
Prepare Retirement Binders
Sending Delivery Receipts to Clients
Quarterly Review Calls to Clients
Manage Albridge Batch Jobs
Gifts/Cards to Clients
Calling and scheduling Leads
Update Client Database
Apply for and Maintain Licenses
Fill out and Submit Princor Compliance Forms- check log, gift log

Manage Supplies: 
    Principal Forms and Hand-outs (Spreadsheet)
     Shipping Materials and Stamps
     Cover Sheets and Fax Sheets
     Office Max- copy paper; office supplies
     Printers/Shredders- repairs; order and recycle toners
     Gifts to Clients- calendars; hole-punches; cozies; etc.

Event Planning:
     Travel- Travel/Entertainment Log
    Presentations WE/Alliant 
     Union Conferences 
    Union Team Conferences
     Gutoas 
     Gift Giveaways
     Gift Sponsorships/Awards/Incentives
     Gift Log
Oversee Office assistants
Cleaning: Empty Garbage; Vacuum