What are the responsibilities and job description for the Business Development Coordinator position at Elite Income Advisors?
About the Position:
Elite Income Advisors is seeking a full-time specialist to provide administrative support to our advisors. This role will focus on preparing paperwork, completing application processes with clients, and following up on case issuances.
The ideal candidate should have strong coordination, organizational, and multitasking skills, as well as experience in a fast-paced environment.
We are looking for an individual who can prioritize work activities, manage competing demands, and adapt to changes in the work environment.
Key Responsibilities:
- Prepare all required paperwork based on advisor case designs
- Complete application processes with clients
- FOLLOW UP ON CASE ISSUANCES
Requirements:
- Bachelor's degree or equivalent experience required
- Strong coordination, organizational, and multitasking experience
- Previous experience in a financial planning firm is preferred but not required
- High level of competency with Word, Google Suite, Office Suite
