Administrative Assistant to Financial Representatives

Summary

The FR’s Assistant role is to support the daily operations of the FR team. The assistant is expected to consult and coordinate with the FRs on all aspects of their activities and responsibilities.

Critical factors of success for the assistant include:

• The FRs Assistant is extremely trustworthy as they will handle confidential information
• A “can-do” mindset
• The FRs Assistant maintains a high level of professionalism and makes building solid business relationships a priority

Major Responsibilities

• Schedule appointments including initial meeting, assist with follow up, and set next meeting
• Manage and protect the FRs calendars
• Draft email correspondence
• Hold advisors accountable to their schedule
• Manage Client service requests
• Manage Customer Relationship Management platform
• Prepare for prospective client and client meetings, including creating presentations and taking notes
• Manage FRs license renewals and continuing education requirements
• Manage FRs pipelines
• Individual and Business Planning
• Marketing campaigns and social media pages

Investment New Business

• Log checks & transmittals
• Electronically file paperwork & investment forms
• Maintain and organize system for files & records
• Schedule client’s annual review
• Complete action items in securities software

Insurance New Business

• Assist FRs with new client applications
• Maintain the FRs files and records securely
• Follow up on outstanding requirements

*This list is not all-inclusive of job responsibilities

The above includes the most significant duties performed.  However, other work assignments not mentioned are assumed to be included. The FRs may in their sole discretion assign and/or reassign duties and responsibilities at any time.

Education/Experience

• Must have one or more of the following: 4-year degree or higher, 2-years industry experience, 2-years of administrative assistant experience
• Industry licensing a plus

Knowledge, Professional Skills & Abilities

• Professional presence and ability to interact with high profile clients and executives
• Ability to multi-task and keep good time management in a fast-paced environment
• Tact, good judgment, and the ability to communicate effectively both verbally and in writing
• Must be able to keep sensitive information confidential
• Passionate about helping people
• General computer skills – Microsoft Business Suite
• Exemplary organizational skills, including planning, and prioritizing

Competencies

• Analytical thinking
• Focusing on detail
• Self-assurance
• Collaborates with others
• Demonstrates business knowledge
• Demonstrates initiative

Benefits:

• Salary Range: $40k-50K potential for bonuses potential for commissions
• 5 Days PTO
• 5 Days Sick
• Major Holidays Off
• Available 401k with match
• Full availability for group benefits

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Ability to Commute:

• Greenville, SC 29601 (Required)

Ability to Relocate:

• Greenville, SC 29601: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $50,000