Financial Representative Assistant


Top Job

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
  • Input data print proposals and gather information at direction of financial representative in preparation of client/prospect meeting



  • Experience in administrative support or customer service, preferably in the financial services and/or industry
  • Excellent written and verbal skills are essential
  • Proficient in Microsoft applications and data input 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 office 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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