Status: Exempt
Regular Hours: 40+ hours/week
Reports to: Support Team-Team Leader
Direct Reports: None
General Summary of Position
This position is responsible to provide exceptional customer service and allow our Ag Risk-Marketing Consultant(s) to maximize and efficiently utilize their talents to the overall best interest of their clients and of Hurley & Associates. This position helps with basic commodity risk-management marketing tasks, assessment of client financials and data entry, and other tasks as assigned. This position also provides customer service with clients on a regular basis. Effective communication skills, attention to detail, professional image, integrity and confidentiality are required.
Essential Duties, Responsibilities & Ongoing Tasks
Administration
- Keep Consultants organized and aware of important upcoming calendar items.
- Contact clients, directed by Consultants, to provide information or reports.
- Take client calls when Consultant is busy and provide backup for them when they are out of the office.
- Help Consultants stay on track with prospecting efforts.
- Prepare letters for prospects and clients.
- Create new spreadsheets, supportive tools or work materials when necessary and assist with data-entry on a daily basis, as needed.
- Backup other office support staff when they are out of the office.
- Help train new employees, as requested.
Marketing
- Update and maintain HA system with data on clients, prospects, leads, and advocates.
- Review client positions in daily StoneX futures and options equity runs.
- Assists with margin calls and email lenders with margin transfers.
- Review daily data entry in software for accuracy.
- Sell cash grain for clients, work with local grain buyers and monitor basis territory.
- Place futures and options orders for Consultants, as requested.
- Build bunch orders, as requested.
- Update reports needed by Consultant into Sharepoint regularly.
- Prepare new client documentation for Consultants and review all for accuracy and efficient processing.
- Help create and disseminate promotional materials for Consultants.
- Assist in planning and coordinating meetings, presentations, client events, client visits, prospect events, etc. and attend meetings as requested.
Client Documentation
- Prepare reports and/or information in preparation for client meetings.
- Document updates to brokerage accounts, as necessary.
- Update and maintain client information in files and Hurley software.
- Relay daily fill information to clients, mostly via email.
- Decipher client provided information and enter farm financials into Hurley software.
- Track and maintain grain inventory for clients.
- Update end of year tax projections to clients, if necessary.
Scope of Responsibility and Decision Making
- All delegated tasks within job description.
- Compliance within Hurley & Associates policies and controls.
Comments:
Duties and responsibilities of the position may change according to the needs of the company.
Required Knowledge, Skills, & Abilities: Competencies
Administration
- Excellent interpersonal and people skills to work in team environment, to include a strong and friendly presence.
- Detail oriented and able to work accurately with numbers.
- Ability to research and organize information.
Marketing
- Knowledge of Marketing tools to manage risk, such as futures and options.
- Agricultural experience preferred.
- Knowledge of agricultural operations, and financial risk tolerance.
- Ability to interpret farm financials into Hurley cash flow requirements.
- Knowledge of business marketing activities to promote Hurley & Associates.
Technical Skills
- Computer skills to include Microsoft Office Suite, Hurley proprietary software, and StoneX Connect Portal.
Education and Experience Requirements
- High School Degree required.
- A 2- or 4-year bachelors' degree is preferred.
- One-year or more of related experience preferred.
Licensing or Certification Requirements
- Series 3 license for grain brokers required after hire.
- The chosen candidate will be required to sign a standard Associated Person's agreement, which contains a non-compete.
Physical Requirements
- May be required to work more than 40 hours per week upon request.
Percentages of Work responsibilities
- 40% Marketing, 30% Administration, 30% Client Documentation.
About Hurley & Associates: Our business is unique; in that we have the opportunity to make a positive difference in a farmers' level of success. We do that through commodity risk management that is tailored to each farmer's individual operation and risk tolerance.
Our Mission: To help our clients realize economic stability while maintaining the dignity and value of the farm family. Through collective efforts of our employees, associates, and agri-businesses we continually strive to accomplish this mission by:
- Providing marketing risk management services.
- Helping the client reduce market risk.
- Developing a prudent marketing program tailored to the clients' specific needs, to reach practical financial goals, and to become better stewards of their finances.
- Staying informed by evaluating and keeping pace with the increasing flow of information and rapid changes in agri-business, in order to keep clients on the leading edge of agriculture.
- The application of sound Christian principles to achieve positive results for the clients' farm enterprise.
- Allowing our employees and associates to use their God given creative abilities, thereby sharing the benefits of a positive relationship with the client.
Our employees: enjoy a work culture that promotes teamwork, life-long-learning, family values and work-life balance.
Our benefits include: health care, dental, vision, Health Savings Account, basic life and voluntary life insurance, disability insurance, paid time off, retirement savings and professional development.
Hurley & Associates, Inc. is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veterans, or disability status.
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