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Assistant to Financial Advisor
3 months ago
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.