Senior Administrator
Lincoln Investment - cranford, NJ
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Executive Associate About the jobThe Bergin Agency, based in Cranford, NJ, is looking for a qualified individual to be the Executive Associate to the senior financial representative, managing assets of over $250,000,000. A family owned, independent, full-service client centric financial and retirement planning firm, has been providing services to clients since 1990. Candidate must be extremely organized, detail-oriented and a self-starter, willing to have fun while putting client needs first. Responsibilities: • Responsible for proactive client contact which includes communication by phone and email. • Assist clients with service needs, including general account questions, account and beneficiary changes, loans, withdrawals etc.• Schedule and confirm client appointments by e-mail and phone.• Client appointment preparation - appointment agendas, running performance reports, gathering proper paperwork, etc. • Document all client interactions via CRM (Salesforce) • Responsible for executing marketing tasks, as needed.• Submit correspondence and sales material to compliance for review. • Ensure that Required Minimum Distributions are scheduled and taken. • Inform financial advisor of client issues. • Stay up to date with industry and company rules and regulations. • Attend branch operations meetings and sales assistant conferences. • Other projects and tasks as assigned. Skills Required: • Ability to develop strong client relationships. • Excellent oral and written communication skills • Ability to work independently.• Problem solver and critical thinker. • Ability to anticipate client and advisor needs. • Capable of working under deadlines • Ability to do research to answer questions. Software Used: NetX 360+ SalesforceAlbridge BroadridgeInsurance company websitesMicrosoft Office Suite MorningstarCalendly KnowledgeExperience: • At least 2 years of previous experience in sales support • Investmentbrokerage operations experience (Pershing a plus)• Customer service experience • Thorough knowledge of mutual funds and retirement plans • Industry experience and Series 6 or 7 and Series 63 registrations required. The firm is affiliated with Lincoln Investment, a privately held broker-dealerregister investment adviser with over $45 billion in total assets.
Created: 2024-10-13