OVERALL FUNCTION

A wealth management practice in the Raleigh Office is seeking a highly motivated Executive Assistant to join their team. This individual will specialize in client servicing and processing of insurance products and maintaining an organized and efficient practice. They will serve as a liaison between the home office, wealth management advisor, clients, and network office teams. The ideal candidate will have superb organization, exceptional attention to detail, and high ownership of responsibilities.

Specific responsibilities may include, but are not limited to:

Administrative

• Answer and direct telephone calls as appropriate
• Manage Advisor emails in Outlook
• Maintain calendar and update schedule as needed
• File new statements, account forms, and other insurance-related materials
• Data entry projects and project management as needed
• Maintain supplies of current insurance/ investment-related materials

Client Preparation & Servicing

• Input data, print proposals, and gather information at direction of Advisors and Senior Operations personnel in preparation for client/prospect meetings
• Contact clients to confirm receipt of forms and/or request return of completed forms
• Maintain current client information
• Prepare/print letters of instruction or confirmation for client communications
• Complete client service requests
• Update clients on where they are in the process and what to expect next
• Maintain status logs and updates internally for each active case file and prepare summary reports for weekly meetings
• Input case notes from dictation service into CRM and create tasks for workflow of the team

QUALIFICATIONS

• Bachelor’s Degree preferred

• 2-5 years’ experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Self-motivated with a strong desire to learn
• Excellent oral and written communication skills
• Ability to work in a fast-paced environment
• Ability to work both independently and on a team
• Ability to maintain confidentiality 

• Proficient in Microsoft Office applications – Outlook, Word, Excel
• North Carolina Life & Health Insurance Licenses or the ability to obtain in first 60 days of employment
• North Carolina Long-term Care Insurance license obtained within first 90 days of employment