Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Hybrid work model requiring only 2-3 days in the office
- Supportive and dynamic team environment
- Chance to work closely with financial advisors and wealth management professionals
- Develop valuable skills in CRM systems and technology platforms

What to Expect (Job Responsibilities):
- Complete various new business applications for submission, including both paper and electronic formats
- Follow up on required documentation for processing and generate reports of missing items for supervisor review
- Generate basic illustrations and proposals for client presentations
- Serve as a liaison for advisors regarding new business submissions and eligibility
- Assist with service requests from advisors and provide updates during meetings

What is Required (Qualifications):
- Prior experience as an executive assistant, in general administration, or office management; financial industry experience is a plus
- Familiarity with CRM system functionalities, including updating client information and maintaining data
- High proficiency with Microsoft Office Suite, including Word, Outlook, and Excel, as well as DocuSign, Zoom, and Teams
- Excellent time management, multitasking, and organizational skills
- Ability to work independently and as part of a team, demonstrating proactivity and problem-solving skills

How to Stand Out (Preferred Qualifications):
- Prior experience in the financial services industry
- Strong comfort level with technology and digital tools
- A self-starter attitude with a positive approach to challenges

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