Fortis Lux Financial | Assistant to Financial Advisor

We are looking for an assistant that will work closely with a Senior Financial Advisor. This individual should be highly motivated with a desire to grow and be mentored.QualificationsAssist financial advisor with daily activities, including maintaining calendarsInteract with clients in person and over the phonePrepare and review new account paperworkFacilitate and resolve client service requestsAdvanced knowledge of Microsoft office Handle confidential andor sensitive information responsiblyRequired At least two (2) years of financial servicesinsurance experienceExcellent oral and written communication skillsAble to practice active listening and communicate in a direct mannerStrong attention to detail with the ability to work in fast paced environmentPreferred·      Social media management experience·      Experience with Advisor 360 softwareThis is a hybrid position. Must be able to commute to New York City.

Created: 2025-01-20