Relationship Manager- Non-Exempt

Job Details: Job Location: Vantus Wealth

• Lancaster, PA, Position Type: Full Time, Salary Range: $25.00 - $35.00Hourly, Travel Percentage: Negligible, Job Shift: Day, Job Category: Finance, Position Summary: Provides production and administrative support within the Vantus Wealth Team to serve our clients in the highest quality manner and to allow the Advisors to focus on their clients. Builds and maintains positive relationships with team members, advisors, support staff, professionals, and new and existing financial clients. For Investment Production Activities, the RM will Prepare investment and annuity applications, handle account establishment, rollovers, funding and changes, and track and document progress to completion in a timely manner Handle trade and money movement requests Handle Required Minimum Distribution and Qualified Charitable Distribution transactions Accept/deposit client checks and complete check transmittals so they can be given to the appropriate department for entry to the check log Provide support for client banking information and recurring or one time investment or withdrawal procedures Provide support for beneficiary additions or updates For Insurance Production Activities, the RM will Prepare insurance product applications for life, disability and long-term care insurance types, handle policy establishment, premium updates, and track and document progress to completion in a timely manner Handle policies for beneficiaries, powers of attorney, premium payment settings, ownership changes, address changes, loan processing and payments, etc. Properly link incoming insurance business with the correct client in the CRM As part of the position, the RM will: Utilize CRM software to sort, organize and prioritize assigned tasks with tags and filters Update the tasks in CRM and in other required locations thoroughly and expediently as updates are available Interact with clients, professionals and support personnel through telephone, email, in-person and video conferencing, to answer questions and obtain information Be attentive to and meet compliance requirements for work completed and maintenance of client files Work closely with our custodian, vendors, and product companies Work closely with business professionals such as accountants, attorneys, medical lab vendors, health care providers and trust administrators Qualifications: Professional Expectations Maintain a professional and positive attitude Meet with the RM Team and Advisors regularly to keep current with workflow, expectations and P&P updates Participate in a prepared and engaged manner in all attended meetings Be proficient in printing, copying, scanning and faxing Track and maintain assigned projects and tasks, work diligently on required project items and report progress on a regular basis Take the initiative to learn continuously Be willing and available to teach and share Be a creative solution seeker and enthusiastic implementor of new processes Minimum Job Requirements A high school diploma or equivalent Excellent communication skills, both written and verbal Excellent computer skills and strong proficiency with Microsoft Windows environment Strong proficiency in Word, Excel, Outlook, Teams, Adobe Document Pro Professional typing skills The ability to utilize a desk phone, cell phone app and online phone system Excellent attention to detail A professional and well-groomed appearance A hospitable and welcoming demeanor and approach with fellow team members, professionals and clients Excellent organization across physical and electronic mediums The ability to take direction and feedback well, and utilize it effectively The ability to manage multiple tasks while meeting deadlines Working Conditions An office environment Sitting and standing for periods of time Prolonged use of a computer, multiple screens and a keyboard Mobility for required frequent bending, lifting, and stretching The ability to lift 10 to 25 pounds The ability to wear ear phones or ear buds and a microphone for extended periods of time Flexible scheduling Willingness to occasionally travel outside the office for appointments and team events