New Business Client Specialist

About the Position:

Elite Income Advisors is seeking a full-time new business specialist. This position will primarily be responsible for providing administrative support to the Advisors, including but not limited to, preparing all required paperwork based on the Advisor’s case design, completing the application process with the clients as well as following up after application submission to ensure each case is issued and funded. This position would be the perfect fit for a team focused individual who is passionate about administrative and organizational support and thrives in a fast-paced environment. This individual should also be capable of supporting various office functions as needed based on the ebbs and flows of the office.

About the Company:

Elite Income Advisors is a fast-growing financial planning firm in Ellicott City, Maryland. We are passionate about helping our clients put together an investment portfolio that best reflects their risk tolerance, time horizon and goals. We believe in the holistic approach to financial planning and through this approach, we build a level of trust with our clients that bodes well for successful, long-term relationships, which is why an astounding 98% of our clients are lifetime clients.  

New Business Specialist Duties:

●    Pre-fill applications, obtain account information, help manage roll over calls, money transfers.

●    Helps prepare materials for new and existing client appointments.

●    Ensures applications are complete and submits all related paperwork as required.

●    Monitors the status of pending business to make sure new accounts are funded efficiently and accurately.

●    Communicates with customers in a polite and professional manner.

●    Returns and/or relays client calls or messages.

●    May complete and process client servicing paperwork.

●    Manages paperwork follow up to ensure everything is processed in a timely and accurate fashion.

●    Helps organize and maintain client information, files, and documents, also keeps CRM up to date accurately with all data.

●    May attend meetings with Lead Advisors as requested.

Vendor Management:

●    Updates clients contact information with appropriate companies.

●    Processes withdrawals, beneficiary changes, and other requests.

●    Follow up on paperwork to ensure everything is processed in a timely and accurate fashion.

●    Communicates closely with Relationship Manager at RIA regarding applications, pending transfers, requests, and other miscellaneous items.

QUALIFICATIONS AND SKILLS NEEDED:

Education:

Bachelor’s degree or equivalent experience required.

Experience:

●    Strong coordination, organizational, high attention to detail and multitasking experience required.

●    Previous experience in a financial planning firm is strongly preferred but not required.

●    Must present pleasantly and professionally.

●    3-5 years of prior administrative support experience required, including reporting to executive level management.

●    High level of competency with Word, Google Suite, Office Suite (e.g. PowerPoint, mid-level competency with Excel; ability to master with other database systems e.g. CRMs).

●    Must demonstrate excellent judgment and problem-solving skills.

●    Excellent written and oral communication skills.

●    Prioritizes and plans work activities and uses time efficiently; maintains well organized files, information, schedules, etc.

●    Demonstrates accuracy and thoroughness and monitors own work to ensure quality.

●    Adapts to work environment changes, manages competing demands and can deal with frequent change, delays, or unexpected events.

●    Ability to exercise good judgment, tact, and confidentiality in all matters.

●    Ability to work independently with minimal direction after training.

●    Strong attention to detail.

●    Willingness to become Notary Public.