· Preparation of forms required to establish new accounts, facilitate the transfer of assets and provide ongoing account or policy maintenance.

Handle routine ongoing account service and client-initiated requests, including:

· Processing withdrawals and deposits requests

· Reviewing contract specific riders

· Establishing ACH instructions or periodic distributions

· Beneficiary Updates

· General tax reporting inquiries or corrections

· Answering account-related questions via telephone or face-to-face.

· Proactively contact clients when changes are occurring with their accounts.

· Research and resolve client service problems or errors as needed

· Obtain information from client needed to complete or process applications

· Perform general administrative and support functions for the office as required

· Record all transactions on appropriate compliance logs

· Maintain compliance standards as outlined by Registered Investment Advisor

· Document client correspondence and account maintenance in CRM

· Identify opportunities for Deliberate Acts of Kindness

· Perform duties based on firm\'s core values of Excellence, Relentless Execution and Empowerment

· Adhere to all Service Standards

Ideal candidates are ambitious, performance-oriented and meticulously accurate. Exceptional verbal and written communication, analytical and prioritization skills are essential.

Required:

· Substantial experience with Broker Dealer or Registered Investment Advisory Firm

· Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner

· Ability to pay close attention to detail, work under pressure and meet deadlines

· Ability to investigate, research and resolve problems or concerns

· Ability to maintain strict confidentiality

· Ability to make rule-based and analytical decisions

· Ability to organize, prioritize and handle multiple tasks

· Proficiency in Microsoft Office & Outlook

· Intermediate proficiency in Excel

· Skill in operating office equipment including personal computer, fax machine, copier/scanner, etc.

Preferred:

· Two years of experience with MoneyGuidePro, NetX360 or RedTail CRM

· Current Notary Public commission

· Series 65 or Series 7 and 66 License(s)

· Life Insurance License

· Compliance supervision experience

Cover letter (required) and résumé accepted only via email at the following email address (spelled out for security): hr at lionsgateadvisors dot com. Please note: failure to comply with this submission requirement will result in disqualification from consideration.

In exchange for your hard work and enthusiastic dedication, we offer:

· Competitive compensation package

· Medical, dental, vision and life insurance

· Paid time off

· Performance-based quarterly bonus potential

We work to maintain the best possible environment for our employees. We strive to provide a collaborative, creative environment where people feel encouraged to innovate and contribute to our processes, decisions, planning and culture.

LionsGate Advisors is a faith-based boutique wealth management firm focused on accelerating the impact of our client\'s wealth by developing and deploying solutions intended to sustain a legacy. Each day is viewed as an opportunity to engage in marketplace ministry and to work towards creating positive impact within the communities we are privileged to serve. The firm is headquartered in Chesterfield, Missouri and has most recently been awarded a Top 50 Fastest Growing Small Businesses in St. Louis and the prestigious Better Business Bureau TORCH Award (2018).

Job Type: Full-time

Experience:

• Broker Dealer or RIA: 2 years (Required)

License:

• Life Insurance (Preferred)
• Series 65 or Series 7 + 66 (Preferred)

Additional Compensation:

• Bonuses

Work Location:

• One location

Benefits:

• Health insurance
• Paid time off
• Other

Paid Training:

• Yes

Management:

• Operations Manager

Schedule:

• Monday to Friday

Company's website: staging.lionsgate.flywheelsites.com

Company's Facebook page: https://www.facebook.com/LionsGate-Advisors-431121450751592/

Company's LinkedIn page: https://www.linkedin.com/company/lionsgate-advisors/

Company's Instagram page: https://www.instagram.com/lionsgateadvisors/

Benefit Conditions:

• Only full-time employees eligible

Work Remotely:

• Temporarily due to COVID-19

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