Job Description
Administrative functions supporting advisors in the financial services industry.
Job Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES
ï‚§ Prepare paperwork, contracts and responses for clients
ï‚§ Respond to client inquiries and requests promptly and professionally
ï‚§ Maintains all sales demonstration tools and applications
ï‚§ Prepare advisors for meetings & presentations in a professional and effective manner
ï‚§ Maintaining up-to-date awareness of company activities, industry trends & government regulations
ï‚§ Develop and update procedures
ï‚§ Other duties as assigned
EDUCATION and/or EXPERIENCE
ï‚§ High School diploma or equivalent.
ï‚§ 4 year college degree.
ï‚§ 2 years general office experience.
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