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Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC

in Englewood CO

Columbia Benefits LLC

We are seeking an Apprentice – Financial Services And Employee Benefits to becoming a part of a team!

You will be responsible for being the right hand of the President, working on projects, learning all aspects of a small financial services practice that specializes in qualified plans, business planning, estate planning, retirement planning and insurance planning(risk management). Apprenticeship is approximately 25 hours per week.

The intent is to find a person who can transition to full time after a 6-month apprenticeship.

Columbia Benefits, LLC (CBadvisors.com) is a premier third-party retirement plan administration (“TPA”) firm located in the Southeast Denver Metro area with a small team that has 100+ years of experience in the retirement plan industry. Our team is dedicated to providing customers with the highest standard of quality in customer service, plan design, TPA services, Employee Benefits, Insurance Benefits, Investment Management, Business Planning, and Estate Planning.

Responsibilities:

  • Working with state of the art systems and computer programs. (Salesforce, gSuite, Gmail, Calendar, Microsoft Excel, Schwab Institutional Advisor WorkStation, MorningStar Advisor, ByAllAccounts)
  • Learning ALL aspects of financial services with a Qualified Plan emphasis/specialty
  • Phone contact with clients, vendors, financial institutions.
  • Learning ALL systems from the ground up
  • Watching training videos, reading training manuals.
  • Target Marketing assistant
  • Client Marketing/development

Qualifications:

  • Desire to learn new things
  • Desire to be a highly focused professional serving Small Business Owners, Professionals, Executives, and Families.
  • Enthusiastic
  • Detail-oriented
  • Has the ability to work independently and report back accomplishments
  • Follow-up oriented
  • Handle multiple tasks
  • Learn the use of SalesForce Database to track all activity
  • Learn the use of gSuite, Gmail, Google Calendar, Google Drive
  • Willingness to follow direction
  • Self Starter
  • Can-do attitude (We have a small office-doing whatever needs to get done is top priority)
  • Ability to build rapport with all employees
  • Strong leadership qualities

Experience in the following is a PLUS:

  • Degree in Economics or Finance (or a candidate in 2020)
  • Relational Databases (ex. Salesforce, Access, Oracle)
  • Computer systems and input
  • Web-based skills such as HTML
  • Experience in developing a referral network
  • Excellent verbal and written communication skills
  • Likability and trainability
  • Effective time management and organizational skills

Compensation

Our apprentice is paid an hourly wage of $25 commensurate with experience. This is a part-time position 25 hrs/week. Full-time eligibility after completion of apprenticeship (6 months).
 

How to Apply

How to Apply
Interested parties should contact Gary@cbadvisors.com   Please put TEAMCB in the subject line.
 

About Columbia Benefits, LLC:
We are a small office providing employee benefits, insurance, investment, and financial planning services to businesses and individuals. Currently, we are looking for an energetic, positive, proactive, motivated and independent individual to join our firm on a full-time basis after completion of the apprenticeship (6 months).


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