What are the responsibilities and job description for the Financial Services Assistant position at Elite Income Advisors?
About the Job:
We are seeking a skilled professional to join our team as a new business specialist. This role involves providing administrative support to our advisors, including preparing paperwork, completing application processes, and FOLLOWING UP ON CASE ISSUANCES.
The ideal candidate should have strong communication and organizational skills, as well as experience in a fast-paced environment.
We offer a dynamic work environment and opportunities for growth and development.
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 communication and organizational skills
- Previous experience in a financial planning firm is preferred but not required
- High level of competency with Word, Google Suite, Office Suite
