Job Description

Key Responsibilities:
Client Support:

• Schedule and coordinate appointments for the Financial Advisor with clients.
• Prepare and organize client meetings, including gathering necessary documents and information.
• Communicate with clients to ensure they receive timely updates and follow-ups.

Document Management:

• Assist in preparing financial documents, proposals, and reports for clients.
• Maintain and update client records, ensuring accuracy and confidentiality.
• Process forms, applications, and transactions related to investments, insurance, and financial planning.

Compliance and Regulations:

• Ensure that all documentation is in compliance with financial regulations and company policies.
• Keep up to date with changes in regulations and assist in implementing required procedures.

Data Entry and Reporting:

• Input client data and financial information into relevant software systems.
• Assist in generating financial reports, performance summaries, and other necessary documentation.

Office Support:

• Handle phone calls, emails, and other forms of communication for the Financial Advisor.
• Organize and maintain office supplies and equipment.
• Provide general administrative support, including filing, scanning, and photocopying documents.

Client Relationship Management:

• Help manage client communications, ensuring timely responses to inquiries and requests.
• Assist with follow-ups on financial goals, investment progress, and other client needs.

General Administration:

• Coordinate with other team members to ensure efficient workflow.
• Perform other administrative tasks as needed to support the Financial Advisor.

Requirements:xc3x82

• Ability to take initiative
• Strong organizational and multitasking skills
• Proficiency in Microsoft Office
• Excellent communication and interpersonal skills
• Attention to detail and ability to maintain confidentiality
• Previous administrative or office experience

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