Financial Representative Assistant

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Located in Utica, NY

Financial Services Firm is seeking a Financial Representative Assistant to work in the client service area to ensure the maintenance of an efficient, organized office that allows the representative to focus their energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients. Specific responsibilities may include but are not limited to:

  • Handle case notes, process correspondence and maintain client case files
  • Adapt to technology used within the process to best organize client data (CRM, etc.)
  • File new statements, account forms and other insurance/investment-related materials
  • Answer telephone calls and direct them as appropriate
  • Process client/prospect reservations for marketing events such as seminars and assist in preparation of seminar materials and event mailings
  • Maintain supplies of current insurance/investment-related marketing materials
  • Input data print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
  • Contact clients to confirm receipt of forms or request return of completed forms
  • Maintain current client information for all product lines
  • Communicate with home office, and fund families as needed to supply or obtain information
  • Prepare policies for delivery
  • Maintain check logs
  • Generate lead letters
  • Qualifications:
  • Experience in administrative support or customer service, preferably in the financial services and/or industry
  • Excellent written and verbal skills are essential
  • Proficient with Microsoft applications and data entry is required
  • Organizational and time management skills and ability to multi-task is required
  • Strong attention to detail with the ability to work with a high degree of accuracy is essential
  • Ability to work in a fast-paced environment along with the ability to work both independently and on a team
  • Ability to maintain confidentiality is required

Express Office: Utica/Rome
The Landmarc Building
118 Columbia Street, Suite 103
Utica, NY 13502
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