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Assistant to Financial Advisor

2 months ago

Melville, United States Fortis Lux Financial Full time

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.


Qualifications

  • Assist financial advisor with daily activities, including maintaining calendars
  • Interact with clients in person and over the phone
  • Prepare and review new account paperwork
  • Facilitate and resolve client service requests
  • Advanced knowledge of Microsoft office
  • Handle confidential and/or sensitive information responsibly


Required

  • At least two (2) years of financial services/insurance experience
  • 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 in fast paced environment


Preferred

·      Social media management experience

·      Experience with Advisor 360 software


This is a hybrid position. Must be able to commute to Melville, NY.