Job Description
Help Us Execute Our Vision
How will you help grow our Practice?
You will…
· Prepare and submit insurance and investment paperwork as well as assist with new account openings, transfers of accounts, and transactions.
· Assist with the continuous development and implementation of our client service model.
· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
· Respond to routine client service issues and requests.
· Champion, train and implement technology.
· Provide administrative support to the team to include scheduling appointments, answering and screening calls, composing and proofreading correspondence and other written materials.
Who do you need to be?
· An independent worker able to recognize what needs to be done and proceed without constant direction or supervision.
· Systems focused, pragmatic, and able to create order in a way that is both structured and flexible.
· Organized, problem solver, and proactive are words people use to describe you.
· Attention to detail.
· Commitment to measuring results
· This position requires a high comfort level with frequent change, an enthusiasm for competition, and the ability to prioritize your workflow.
Experience Needed
· Demonstrated organizational, and time management skills under pressure.
· Microsoft Office Skills – Word, Outlook, PowerPoint, and Excel.
· Highly accurate typing, data entry, spelling, and proofreading skills
· FINRA Series 7 and 66/63 preferred but not required.
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