Job Description

Allow us to introduce ourselves...

We're the Alec G. Henley Group, and as a full-service Employee Benefits and

Financial Planning firm, our work starts and ends with people. We build more than

just financial plans - we build lasting relationships, stronger communities, and

brighter futures.

We know we exist because of the support of our community, which is why giving

back is at the heart of what we do. Our team thrives on curiosity, growth, and a

willingness to always learn. We offer competitive compensation, room to advance,

and the opportunity to make a difference every day.

If you're ready to grow your career while helping others grow theirs, we'd love to

meet you.

We're looking for a Captain to help keep things running smoothly behind the

scenes; could it be you?

Our advisors shine because someone keeps the engine running smoothly - which is

what we are currently looking for! You'll prepare advisors for meetings, manage

communications, and keep the ship on course so our clients get the best experience

possible. If you like staying ten steps ahead of everyone else, and thrive doing

different things on a daily basis, you may want to consider this opportunity!

What you'll do:

? Organize schedules and prep for client meetings.

? Stay on top of daily reports and communications.

? Support advisors with client servicing tasks.

? Be the go-to for smooth operations behind the scenes.

What we're searching for:

? Highly organized, detail-oriented, and tech-savvy.

? Strong communication skills and a team-player mindset.

? Ability to juggle priorities in a fast-paced environment.

? A love of helping things run smoothly.

? Currently LLQP Certified (or willing to get certified)

? Experience with Microsoft Suite, CRM, and Google Suite

Why this role is exciting:

You'll be at the heart of the client experience, with room to grow into leadership or

other specialized avenues within the company. If you like to keep things on the

straight and narrow, and thrive in a fast-paced, multi-faceted environment, we want

to hear from you!

Job Type: Full-time

Pay: $55,000.00-$60,000.00 per year

Benefits:

Extended health care
Experience:

Coordinating : 5 years (preferred) Administrative: 5 years (preferred)
Licence/Certification:

LLQP (preferred)
Work Location: In person