Personal Assistant

About Us: Join our dynamic team led by two experienced financial advisors with over 50 years of cumulative expertise in the financial and insurance industry. We pride ourselves on building long-lasting relationships with our clients and delivering unparalleled service tailored to each client’s needs. Our mission is to empower individuals and business owners by developing strategic plans that ensure financial security.

Position Overview: We seek a detail-oriented Personal Assistant to join a Top Advisor team. In this role, you will be responsible for processing New Business applications, segmenting new and existing clients, implementing a touchpoint calendar, and ensuring accurate data entry into our A360 system. Additionally, you will help digitize client files, improving our service delivery and record-keeping processes. From time to time, you will be required to assist a Customer Service Specialist as workload requires.

Ideal Candidates:

Individuals looking to enter or re-enter the workforce need flexible work/life/school balance schedules and can commit to 25- 30 hours/week.

Key Responsibilities:

• New Business Processing : Work closely with advisors to prepare, complete, submit, and facilitate approval of new business applications, including asset transfers
• Client Segmentation : Analyze new business submissions and existing business changes to effectively segment clients for tailored engagement.
  • Update segmentation spreadsheet and a360 household input (A,B,C,D)
• Touchpoint Calendar : Develop and implement a touchpoint calendar based on client segmentation to enhance communication and relationship management.
• Data Entry : Accurately input client information (including driver’s license numbers, beneficiaries, income, and job titles) into the A360 system using data from new business applications.
• Digitization of Client Files : To streamline access and organization, convert existing client files, particularly service-related documents and copies of client contracts, into digital formats.

Qualifications:

• Strong attention to detail and organizational skills
• Proficient in data entry and management systems
• Familiarity with client segmentation strategies
• Ability to work independently and as part of a team
• Excellent communication skills
• A Business degree or business experience is preferred

What We Offer:

• Competitive pay
• Vacation
• Potential hybrid work after the training period
• Professional Designation opportunities
• 401k availability
• Opportunities for professional development
• A supportive and dynamic work environment