Executive Assistant

Financial Advisor (FA) AssistantAshford Advisors: Ridgeland, MSPurpose:The FA Assistant role is to support the daily operations of the FA . The assistant is expected to consult and coordinate with the FA on all aspects of their activities and responsibilities. Critical factors of success for the assistant include: The FA Assistant is extremely trustworthy as they will handle confidential information A "can-do" mindset The FA Assistant maintains a high level of professionalism and makes building solid business relationships a priorityMajor ResponsibilitiesSchedule appointments including initial meeting, assist with follow up, and set next meeting Manage and protect the FA's calendaro Draft email correspondenceo Hold advisor accountable to their scheduleManage Policy Owner service requestsSearch LinkedIn for client and recruit opportunities Manage Customer Relationship Management platform Prepare for client meetings, including creating presentations and taking notes Manage FA's license renewals and continuing education requirements Manage FA's pipelineso Individual and Business Planningo Marketing campaigns o RecruitingInvestment New Business Log checks & transmittals File paperwork & investment forms Maintain files & records Schedule client's annual review Complete action items in securities softwareInsurance New Business Assist FA with new client applications Maintain FA's files and records securely Follow up on outstanding requirements This list is not all-inclusive of job responsibilitiesThe above includes most significant duties performed. However, other work assignments not mentioned are assumed to be included. FA may in their sole discretion assign and/or reassign duties and responsibilities at any time.Education/Experience College or business school degree preferred Insurance industry experience a plus Industry licensing a plusKnowledge, Professional Skills & Abilities Professional presence and ability to interact with high profile clients and executives Ability to multi-task and keep good time management in a fast-paced environment Tact, good judgment, and the ability to communicate effectively both verbally and in writing Must be able to keep sensitive information confidential Passionate about helping people Computer skills - Microsoft Business Suite and Zoom Exemplary organizational skills, including planning, and prioritizing Competencies Analytical thinking Focusing on detail Self-assurance Collaborates with others Demonstrates business knowledge Demonstrates initiative