Successful financial practice is seeking a goal-oriented, self-motivated individual with strong communication and organizational skills. This individual will be responsible for the support of the Financial Advisor/Financial Planner. If you're a self-motivated person, committed to providing phenomenal customer service, and thrives in a fast-paced environment, we invite you to apply!Responsibilities:• Answer phones and greet clients.• Update, maintain, and schedule client and other office meetings.• Manage the adviser's calendar.• Prepare agents for client appointments, including putting together client paperwork, applications, and marketing materials.• Process applications for life insurance, long-term care, investment products, and others.• Track open cases and follow up as needed with the underwriting department and/or clients.• Prepare weekly reports.• Coordinate with the service center on all service/account issues.• Maintain CRM software/database, keeping it current for sorting, searching, reporting, fee tracking, and new business opportunities.• Client correspondence (i.e., birthday cards, holiday cards, client mass e-mails, quarterly/semi-annual/annual mailings).• Other general administrative and executive assistant duties as assignedQualifications:• Must have superior attention to detail with strong organizational skills.• Must have a professional appearance, be ethical, detail-oriented, and have the ability to prioritize and multitask.• Must be highly communicative, organized, friendly, and be able to thrive in a fast-paced environment• Must work well individually and as a team player.• Excellent PC skills (highly proficient in Microsoft Office, and Outlook) and ability to learn internal systems.• Excellent listening, oral, and written communication skills, including presentation and interpersonal skills.• Dedicated commitment to providing superior customer service with a focus on quality. Experience:• Associate's degree or equivalent.• Investment and/or Life Insurance background (preferred).• Life/Health Insurance License (required).About Company: Growing financial firm helping clients prepare for retirement. We guide our clients to their financial goals by addressing the risks that could change their trajectory and help them take action to protect against those risks. We manage our client's wealth and grow it, giving them the confidence that they can retire on time.
