Work-Force
Financial Advisor Assistant position available. Job Description: We are looking for a dedicated Financial Services Assistant to support our Financial Advisors in preparing and reviewing financial plans, maintaining client records, and ensuring excellent client service. This role is ideal for someone with experience in the financial services industry and a strong understanding of financial products.
Responsibilities:
- Financial Planning Support: Assist Financial Advisors in preparing and reviewing financial plans.
- Client Records: Create and maintain comprehensive client records and reports.
- Market Research: Conduct market research to identify investment opportunities.
- Client Service: Provide timely responses to client inquiries and service requests.
- Appointment Coordination: Coordinate appointments and manage schedules for Financial Advisors.
- Onboarding: Assist in the onboarding process for new clients.
- Compliance: Ensure compliance with industry regulations and policies.
- Administrative Support: Support various administrative tasks as required.
Requirements:
- Experience: Minimum of 1-2 years experience in a similar role within the financial services industry.
- Certification: RE5 certification is beneficial.
- Knowledge: Prior experience in life insurance and investment planning; strong understanding of financial products and services.
- Skills: Proficient in MS Office applications, particularly Excel and PowerPoint; superior communication and client-facing skills.
- Attributes: Team player with a proactive approach to problem-solving; ability to manage sensitive information responsibly.
Benefits:
- Salary: Negotiable
Apply Now to be part of a dynamic team and contribute to delivering exceptional financial services to our clients.