Administrative Assistant
Administrative Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Paid Time Off (PTO)
- Prior Administrative Experience (Required)
- Proficiency with Microsoft Office suite including Excel (Required)
- High school degree (Required)
- Prior Experience Working in Financial Advisory Industry (Required)
- Series 65 or Insurance License/Life Health and Annuity (Preferred)
- Schedule and confirm client appointments
- Greet clients warmly in-person and over the phone
- Answer and direct incoming calls
- Act as a liaison between clients and the financial advisor
- Track client onboarding from prospect to engagement
- Coordinate marketing campaigns and client events
- Ensure compliance with marketing materials and presentations
- Prepare and organize client meeting materials
- Collect and input client data into CRM
- Assist with new account paperwork and insurance applications
- Process new business applications and follow up on approvals
- Maintain organized records files and office documentation
- Perform general office duties: filing copying scanning faxing
- Other tasks as assigned
Employment Type
Full Time
