Administrative Assistant to Certified Financial Professional Job at Gregory A Mosick, Melville, NY

UStHNDF6eFZxMFNQd0kwVzJoaFEzd3M4Qnc9PQ==
  • Gregory A Mosick
  • Melville, NY

Job Description

Job Description

Job Description

The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to the fact that this is a growing Financial Planning Firm.

 

The job responsibilities include:

  • Attention to detail
  • Tenacity and Persistency
  • Communicating to clients on phone and via email to address service issues as well as identify opportunities to help the firm grow
  • Correspond with clients to complete new accounts, asset transfers, and other forms.
  • Communicate with the back office and other agencies to complete new business and client requests in a timely manner.
  • Prepare and ensure new business paperwork is successfully completed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business.

 

The ideal candidate should possess the following work experience:

 

  • Experience in the competitive Financial Advisor Industry preferred
  • Experience processing Life Insurance applications
  • Proficiency in Social Media communication for purposes of firm branding
  • Proficiency in Salesforce, Microsoft Excel, PowerPoint and Word for the purpose of client communication and marketing presentations

 

Starting salary is around $45,000 for no experience.

Job Tags

Work experience placement,

Similar Jobs

International Friendships, Inc.

Ministry Coordinator - Norman Job at International Friendships, Inc.

 ...hospitality and friendship to international college students out of reverence for Jesus. We do this...  ...social events and trips. Expected work schedule for the Norman Ministry Coordinator...  ...staff Flexible hours and work-from-home availability Work for a growing faith... 

AgeWave Solutions, Inc. - Architects - Engineers

Senior CAD Designer Job at AgeWave Solutions, Inc. - Architects - Engineers

 ...architects, engineers, and project managers to translate conceptual designs into technical drawings. Use AutoCAD Architecture and Revit proficiently to model, draft, and coordinate architectural plans. Coordinate with consultants and review documents for... 

The University of Vermont Health Network

Pre-Op/PACU Periop Tech/LNA Job at The University of Vermont Health Network

 ...Under the supervision and direction of the Vermont Licensed/Registered Nurse, Perioperative Management (ACU, ENDO), Providers and Anesthesia personnel the Perioperative Technician performs various direct and indirect patient care activities in accordance with the... 

Essentia Health

PHYSICIAN (.8FTE) - Emergency Medicine - Duluth, MN Job at Essentia Health

 ...Aurora, Moose Lake, Sandstone, & Deer River: single coverage, 12-hour or optional 24-hour shifts (no requirement to work 24s) Telemedicine support (stroke, psychiatry, NICU, hospice, cardiology) REQUIREMENTS BC/BE Emergency Medicine Excellent team... 

Get It - Real Estate

Mortgage Loan Originator - Remote Job at Get It - Real Estate

We are looking for a motivated and dedicated Mortgage Loan Originator to join our team! In this role, you will assist homebuyers, homeowners, and real estate investors in securing the best mortgage financing options. You will guide borrowers through the entire loan process...