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Summary

World Investment Advisors (WIA), the financial services division of World Insurance, is looking to add a vibrant accounting professional with a background in broker-dealers to our roster. The candidate should be a self-starting, tech savvy professional who is comfortable managing a general ledger and subledgers while also possessing the ability to provide excellent customer service to our management team and advisors. If you are a strong accountant with broker-dealer experience looking to work for a fast-growing, dynamic company with a strong employee-focused culture, then please send us your resume.

Position Objective

With guidance and/or direction, responsible for admin support including meeting and greeting customers and vendors, signing for packages and mail support. May assist front desk/phones and be responsible for general office duties.

Typical Duties and Responsibilities

• Greet clients in person and over the phone in a friendly, professional manner

• Handle incoming calls, emails, and mail; direct inquiries to the appropriate team members

• Assist with preparing insurance documents, applications, and certificates

• Maintain client files and update CRM or agency management systems (e.g., AMS360, Applied Epic)

• Schedule appointments and manage calendars for agents

• Process payments and issue receipts when needed

• Order office supplies and maintain organized workspaces

• Assist with data entry, reporting, and general office support tasks

• Follow up with clients for required documents or renewals

Position Requirements

• High school diploma or equivalent; associate degree or administrative training a plus

• 1–2 years of administrative or customer service experience (insurance industry preferred but not required)

• Strong communication skills, both verbal and written

• Proficient in Microsoft Office Suite (Word, Excel, Outlook)

• Comfortable learning new systems and software

• Excellent attention to detail and organizational abilities

• Friendly, professional demeanor and team-oriented mindset

About World Investment Advisors

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.

Stimulating Environment

At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

• Great company culture with an awesome team-oriented atmosphere!

• Mentorship Opportunities

• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)

• Professional growth opportunities

• Friendly and collaborative work environment

• Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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