Description:
The Executive Assistant’s main responsibilities will include:
- Combination of administrative and financial services such as performing trades and getting insurance quotes
- Provide detailed and meticulous administrative support
- Input a wide variety of client data onto our system in a timely and efficient manner and upload documents into our internal system
- Prepare new and current client paperwork and applications to ensure accuracy for processing
- Provide client life and living benefits illustrations
- Attend client meetings with a financial planner and/or insurance advisor to take notes and assist with the opening of files when requested.
- Preparing background information for client review meetings
- Build and strengthen relationships with new and existing clients by providing excellent customer service and support.
- Technology improvements and implementation within the office to increase efficiency
- Marketing and communications including using various forms of social media