Administrator
Full Time
Job Description
- Working closely with the Financial Advisors to provide a high level of service
- to new and existing individual clients
- Sales Support & Paraplanning service to the Senior Advisors.
- Compliance procedures
- Developing and managing relationships with insurance providers, clients and
- other staff members
- Ensure compliance with Company policies, regulatory, professional and legal
- requirements
Required Knowledge, Skills, and Abilities
- 1 – 2 years’ experience in financial services industry is preferable.
- Strong customer service focus
- Broker CRM experience would give a distinct advantage.
- Capable of working in a busy office environment.
- Good organizer with a proven ability to priorities tasks and follow through on same.
- Good telephone skills and proficient in Microsoft Office packages.
Reference no: 90363