Financial Advisor Assistant

Job description

The assistant’s role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities.

Critical factors of success for the assistant include:

• The assistant is extremely trustworthy as they will handle confidential information
• A “can-do” mindset
• The assistant maintains a high level of professionalism and makes building solid business relationships a priority

Major Responsibilities

• Schedule appointments including initial meeting, assist with follow up, and set next meeting
• Manage and protect the Advisor’s calendar
• Draft email correspondence
• Hold Advisor accountable to their schedule
• Manage Policy Owner service requests
• Manage Customer Relationship Management platform
• Prepare for client meetings, including creating presentations and taking notes
• Manage Advisor’s pipelines
• Individual and Business Planning
• Marketing campaigns

Insurance New Business

• Assist Advisor with new client applications
• Maintain Advisor’s files and records securely
• Follow up on outstanding requirements

Education/Experience

• College or business school degree preferred
• Insurance industry experience a plus
• Industry licensing a plus

Knowledge, Professional Skills & Abilities

• Professional presence and ability to interact with high profile clients and executives
• Ability to multi-task and keep good time management in a fast-paced environment
• Tact, good judgment, and the ability to communicate effectively both verbally and in writing
• Must be able to keep sensitive information confidential
• Passionate about helping people
• General computer skills – Microsoft Business Suite
• Exemplary organizational skills, including planning, and prioritizing
• Social Media Expertise

Competencies

• Analytical thinking
• Focusing on detail
• Self-assurance
• Collaborates with others
• Demonstrates business knowledge
• Demonstrates initiative