Associate Financial Representative

Looking for a full-time employee to work with an experienced Investment Specialist in running the day to day operations of the advisory practice. The ideal candidate is detail oriented & proactive. He or she is able to work independently, has a growth mindset, and is committed to ongoing learning and development. Financial Industry experience is preferred, but not required.

Qualifications

• Financial Service or Insurance industry experience preferred
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated ability to maintain effective working relationships with clients
• Excellent oral and written communication skills
• Able to practice active listening and communicate in a direct manner
• Strong attention to detail with the ability to work with a high degree of accuracy
• Willingness to learn
• Ability to embrace change and work in a fast-paced environment
• Able to work both independently and on a team
• Ability to maintain confidentiality

Job Duties Include:

• Calendar Management (calling existing clients and/or emailing with them to set appointments).
• Answering my office phone and servicing clients requests for information on their investments or setting a callback time for me to address requests personally
• Logging sales and tracking commissions
• Entering CRM case notes on new sales as well as all of my client reviews
• Managing emails, making sure they are all answered in a timely fashion and typing out dictated emails
• New account openings. Gathering new client info via phone and then preparing/ submitting all required paperwork