Assistant to Financial Adviser wanted: APPLY HERE
Looking for someone who is great at customer service and can provide the best service and support to consolidate a satisfied and loyal customer relationship. The person should be reliable, get things done on time and be organized.
Client/Prospect portfolio preparation and analysis
Assisting clients with Vitality and Vitality Drive
Proactively manage client queries
Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,
Scheduling client meetings
Keep up to date with latest product and benefits
Manage compliance system
General office duties but not limited to filing, scanning, printing, etc.
Accurate and thorough
Attention to detail
Strongest skills are:
Telephone customer service
Computer Literacy (Microsoft office – outlook, work, excel, internet)