What are the responsibilities and job description for the Financial Advisor Assistant position at The Premier Group LLC?
P/T Advisor Administrative Assistant
15-20 hours per week
- Excellent verbal communication and have the ability to interact effectively with external contact
- Must demonstrate strong organizational skills
- Must consistently exercise discretion in handling client interactions and information
- Must be proficient with applicable computer applications, including managing Outlook e-mail and calendar, MS Word
- MS Excel
- High School graduate or equivalent
- Three years office clerical experience
- Position is for 15 hrs/week
Benefits
- Estimated Travel Percentage (%): No Travel
Responsibilities
- As a PT Advisor Assistant you will be responsible for
- Providing administrative support to the Financial Advisor
- Scheduling appointments with clients
- Maintaining an accurate calendar for the advisor
- Providing appropriate documentation for client appointments
- Assist with transaction follow up and updates for clients
- This position will not perform selling duties, nor advise clients
- Managing our event calendar
The Premier Group, LLC helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and LTC planning.
Salary : $21 - $25
