Job Details
Financial Advisor Administrator-PT or FT Considered
Job Category: Full Time
Financial Advisor Administrator-PT or FT
The Financial Advisor’s Administrator supports and assists the Financial Advisor with all day to day transactions and client support.
The position estimates: 20-40 hours per week, (Monday to Friday), hourly range $16.85-$19.25.
As the primary administrator for the Financial Advisor, you will be responsible for the following functions:
- Provide administrative back up support
- Follow up on policy delivery, collection and submission
- New business – completion of medical requirements
- Prepare correspondence and forms for Individual requests
- Book and confirm meetings and appointments
- Track and prepare monthly renewal reports
- Prepare presentations and quotations
- Maintain up to date client files
The ideal candidate must be:
- Highly organized
- Possess outstanding attention to detail with an aptitude for numbers
- Exhibit excellent computer proficiency
- Strong verbal and written communication skills
- Able to multi task in a fast paced environment
- Have initiative and able to work independently
- Proficiency with MS Word, Excel, PowerPoint and Outlook
We offer a competitive salary and a comprehensive benefit program.
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