Financial Advisor Assistant

We are looking to add a full-time Client Service Concierge to our staff. Please check out the role below and if you possess the qualities and background we desire, please apply today so we can meet!PURPOSE OF THE CLIENT SERVICE CONCIERGEYou will be responsible for providing first-class service to our clients, either in person, on the phone or email.Develops scalable, repeatable processes to ensure all client items have been handled accurately and timely.Maintain client notes and records in physical files or in electronic systems.Schedule annual client review meetings or periodic meetings as needed.Our Ideal Candidate will come to us with the following experience and qualities:Experience - Minimum 2 year's experience working in a professional office setting in a financial or insurance practicePreferred Experience Life & Health licensedTechnical Skills Computer proficiency with Microsoft Office Suite, Outlook, DocuSign, and TEAMS Attributes Can work well at the leadership, ownership level to produce maximum resultsCommunication Skills Excellent verbal and written skills requiredAdditional attributes to be successful in this role:ProfessionalWorks with a Sense of UrgencyOrganizedPeople PersonExcellent Time ManagementConsistent Follow-Up and Follow-ThroughEntrepreneurial SpiritLikes to work hard and play hardSchedule:Monday - Friday 8:00AM to 5:00PMCompensation:$17 - $19 per hourBenefits:Health Insurance stipend available

Created: 2025-01-31