How will you help grow the Practice?
You will…
· Prepare and submit investment and insurance paperwork as well as assist with new account openings, transfers of accounts, and transactions
· Assist with the continuous development and implementation of my client service model
· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in a CRM
· Respond to routine client service issues and requests
· Champion, train and implement technology
· Provide administrative support, which includes 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 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
-Industry experience preferred
· FINRA Series 7 and 66/63 preferred, but not required
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