Administrative Assistant
James Smallegan
Job Description
Job DescriptionAdministrative Assistant to Financial Advisor - In person-Troy, MI.
Will consider full-time and part-time candidates
An established financial advisor is looking for a smart and dedicated team player to assist his team in a fast-paced environment. This person will work with the team to deliver financial security to clients through a comprehensive financial planning process that integrates risk and investment products. This person will help the financial advisor to grow his business by providing planning and integrated operations support that allows the financial advisor to focus his energy on building client relationships.
Responsibilities, include but are not limited to:
Assist in preparation of personal financial plans
Prepare all materials for client meetings
Collect and input client meeting notes and document all activity in CRM
Maintain compliant paper and electronic client files
Maintain status logs, spreadsheets, and internal reports
Manage underwriting process
Process customer service requests for investment and insurance products
Prepare and manage client communications
Maintain office calendar and schedule client meetings
The Ideal Person**
A friendly person that is organized and attentive to details
A tenacious 'get things done' person who attacks a project, analyzes and solves problems, and drives it through completion
Pleasant, friendly and professional personality, excellent customer service skills
Strong written and verbal communication skills
Smart, fast learner, creative and proactive, (i.e., a thinker, not just a doer)
Strong organizational and time management skills with the ability to set priorities and meet deadlines
Flexible and curious
Good writing skills (professional tone, good grammar/spelling, ability to grasp concepts and construct documents, edits for formatting and consistency)
Must be sharp, professional, independent , self-motivated and possess a strong work ethic
Must have experience with Microsoft Office products including Word, Excel, and Outlook.
**If you do not fit the ideal personality listed above, PLEASE do not apply.
Preference will be given to individuals with the following:
1+ year(s) of finance, insurance, or accounting industry experience
Life, Accident & Health Insurance Licenses
FINRA Series 6 or 7, and 63
Undergraduate business degree
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