Administrative Assistance

Role is to assist financial advisor in day to day operation of the practice.

Skills

1. CRM management
2. Excel
3. Word
4. Communication
5. Organization
6. Telephone
7. FINRA license and state insurance license preferred but not mandatory

Day to day activities included; preparing for appointments, processing new account paperwork, calling to set appointments, keeping CRM current, contacting business partners for current information.

If properly licensed there is the opportunity to receive compensation above salary.