Associate, Advisor Support Services Professional

20 hours ago


Chicago, Illinois, United States Alera Group Full time
Job Title: Associate, Advisor Support Services Hybrid

Alera Group Wealth Services is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.

This is an exciting opportunity to be part of a company where you have the chance to learn, grow, and make a positive impact.

As an Associate, Advisory Support Services, you will provide insurance and investment sales, and administrative and marketing support to a pool of high-producing advisors.

Key Responsibilities:
  • Manage client communications and serve as a primary client liaison.
  • Provide materials for client and prospect meetings, including account opening paperwork and reporting.
  • Respond to client inquiries and service requests in a timely and professional manner.
  • Schedule client and prospect meetings and monitor the status of paperwork.
  • Facilitate new business submission and manage the delivery of client policies and other account documentation.
  • Maintain CRM database and provide additional administrative support as needed.
  • Ensure compliance with regulatory requirements and maintain accurate records.
Requirements:
  • Undergraduate college degree required.
  • Series 7 and 66 licenses desired or obtain Series 7 & 66 within 120 days.
  • Minimum 3 years of work experience in a professional office environment, preferably in insurance and investment services.
  • Proficient computer and Microsoft Office skills, including Word, Excel, and PowerPoint.
What We Offer:

A comprehensive benefits package, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more.

We are an equal opportunity employer and welcome applications from diverse candidates.



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