Job Description

How will you help grow the Practice?

You will…

· Prepare and submit investment and insurance paperwork as well as assist with new account openings, transfers of accounts, and transactions

· Assist with the continuous development and implementation of my client service model

· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in a CRM

· Respond to routine client service issues and requests

· Champion, train and implement technology

· Provide administrative support, which includes scheduling appointments, answering and screening calls, composing and proofreading correspondence and other written materials

Who do you need to be?

· An independent worker able to recognize what needs to be done and proceed without constant direction or supervision

· Systems focused, pragmatic, and able to create order in a way that is both structured and flexible

· Organized, problem solver, and proactive are words people use to describe you

· Attention to detail

· Commitment to measuring results

· This position requires the ability to prioritize your workflow

Experience Needed

· Demonstrated organizational, and time management skills under pressure

· Microsoft Office Skills – Word, Outlook, PowerPoint, and Excel

· Highly accurate typing, data entry, spelling, and proofreading skills

-Industry experience preferred

· FINRA Series 7 and 66/63 preferred, but not required

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