OVERVIEW

• Acts as an assistant and liaison to a series of financial advisors & wealth management

professionals. As an ARC specialist, you will complete data entry of new business applications and
processing, engage with case management during underwriting, and complete general service
requests in a timely manner. While executive assistant, general administration, or office
management experience is preferred, the position is open to newcomers looking for an
opportunity for a new career and future advancement. Financial industry history is a plus!

• Position is hybrid role requiring 2-3 days in office.

DUTIES/RESPONSIBILITIES

• Complete a variety of different new business applications for submission including paper

and electronic applications which may vary by product.

• Follow up on requirements needed for completed processing, which includes generating

daily and weekly reports of missing documents for supervisor review.

• Generate basic illustrations and proposals.
• Serve as liaison for advisors and new business submissions and an understanding of

business submission platforms and eligibility.

• Submit and assist with service requests from advisors.
• Meet with advisors and run meetings to provide updates and status.

QUALIFICATIONS/SKILLS/COMPETENCIES

• Prior executive assistant, general administration, or office management experience –

Financial industry history is a plus!

• Experience with CRM system functionalities, including creating new contacts/households,

updating client information, assisting with tasks, and maintenance of client data.

• Comfort and skills with technology is a must! High proficiency with Microsoft Office Suite,

including Word, Outlook, Excel, in addition to DocuSign, Zoom, and Teams.

• Excellent time management, multitasking, and organizational skills, with the ability to

prioritize task/assignments.

• Ability to be proactive and a problem solver that can work well both independently and as

part of a growing and dynamic team.

• A self-starter and take-initiative personality with a positive attitude.
• Ability to be flexible and adopt to change on a situational basis.
• Reliable and punctual.

COMPENSATION

• Immediate health benefits.
• Additional benefits after applicable probationary period.
• Salary based on experience.

Job Type: Full-time

Pay: $41,050.13 - $49,436.71 per year

Shift:

• Morning shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Ability to Relocate:

• Fort Lauderdale, FL 33334: Relocate before starting work (Required)

Work Location: Hybrid remote in Fort Lauderdale, FL 33334