Financial Advisor Assistant

Job Description:

We are looking for an Associate Financial Representative (AFR) to support our day-to-day business, including client service and being a liaison between the home office, financial advisor, and clients. An AFR responsibilities include supporting the financial representative to ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:

Responsibilities

· Help handling case notes, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials

· Ensuring investment and insurance compliance requirements are implemented and followed

· Preparing and processing all paperwork needed for insurance applications and new investment/advisory accounts

· Monitoring insurance applications while in underwriting and expedite any additional underwriting requirements

· Review insurance applications, conversions and policy changes for completeness and accuracy

· Contact and advise clients regarding late payments and other non-securities sales and service related issues

· Receiving and forwarding checks and related paperwork to insurance or investment operations area

· Corresponding with clients and home office for all insurance and investment services issues

Qualifications

· Active Life and Health Insurance licensed (preferred)

· Financial Service or Insurance industry experience preferred

· Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

· Ability to proactively identify what needs to be accomplished and take action as appropriate

· Demonstrated ability to maintain effective working relationships with clients

· Excellent oral and written communication skills

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to manage multiple diverse projects and assignments in a timely manner

· Able to work both independently and on a team

· Ability to maintain confidentiality

Details

· Monday – Friday

· Pay: Dependent on Experience