What are the responsibilities and job description for the Operations Support Associate position at Elite Income Advisors?
About Us:
Elite Income Advisors is a leading financial planning firm in Ellicott City, Maryland. We are committed to helping clients achieve their financial goals through a holistic approach to financial planning.
We are seeking a talented 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.
Responsibilities:
- Pre-fill applications and obtain account information
- Help prepare materials for new and existing client appointments
- Ensure applications are complete and submit all related paperwork
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
