Financial Services Representative
2 weeks ago
The Managing Director Assistant/Associate Financial Representative plays a vital role in supporting the Managing Director with administrative tasks, personal production, marketing, and anticipating the needs of the agency. This position requires strong computer skills, excellent written and oral communication skills, and the ability to work effectively with people at all levels.
Key Responsibilities- Assist the Managing Director with administrative tasks and personal production
- Anticipate the needs of the agency and make recommendations
- Specialize in client service and maintain an efficient and compliant office
- Develop and maintain strong relationships with clients
- Stay up-to-date with industry developments and best practices
- Strong computer, keyboarding, Excel, and Microsoft Office skills
- Excellent written and oral communication skills
- Ability to work effectively with people at all levels
- High degree of organization skills
- Strong attention to detail
- Ability to maintain a high degree of confidentiality
- Able to practice active listening and communicate in a direct manner
- Ability to manage multiple diverse projects and assignments in a timely and quality manner
Candidate must possess license or obtain by dates listed below
- Life and Health Insurance (Six months of hire date)
- Long Term Care Insurance (Six months of hire date)
- SIE, Series 7 and Series 63 (Eighteen months of hire date)
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