Position: Production Coordinator
Department: Mail Operations
Reporting to: Data Analytics & Process Control Manager
Location: Topeka, KS - Onsite
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. 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:
- Assist with scanning of all new business paperwork
- Preparing, packaging, and sending original documents via UPS
- Coordinating and assisting in the distribution of applications
- Assigning emails to the correct team
- Prepare reconciliation reports for review for the Annuity and Wealth Management Operations
- Coordinating distribution and accurate storage of scanned images using ImageNow
- Responding to email requests and providing appropriate documents in a timely manner
- Other duties as assigned
Experience 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 member
Bonus Points:
- Previous experience working in the financial service industry
What 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 cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee-sponsored events...and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to serve 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.
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Advisors Excel
401(k)
Jul 01, 2025