Advisor Resource Center Specialist

OVERVIEW

Acts as an assistant and liaison to a series of financial advisors & wealth management professionals. As an ARC specialist, you will complete data entry of new business applications and processing, engage with case management during underwriting, and complete general service requests in a timely manner. While executive assistant, general administration, or office management experience is preferred, the position is open to newcomers looking for an opportunity for a new career and future advancement. Financial industry history is a plus! Position is hybrid role requiring 2-3 days in office.

DUTIES/RESPONSIBILITIES

• Complete a variety of different new business applications for submission including paper and electronic applications which may vary by product.
• Follow up on requirements needed for completed processing, which includes generating daily and weekly reports of missing documents for supervisor review.
• Generate basic illustrations and proposals.
• Serve as liaison for advisors and new business submissions and an understanding of business submission platforms and eligibility.
• Submit and assist with service requests from advisors.
• Meet with advisors and run meetings to provide updates and status.

QUALIFICATIONS/SKILLS/COMPETENCIES

• Prior executive assistant, general administration, or office management experience – Financial industry history is a plus!
• Experience with CRM system functionalities, including creating new contacts/households, updating client information, assisting with tasks, and maintenance of client data.
• Comfort and skills with technology is a must!
• High proficiency with Microsoft Office Suite, including Word, Outlook, Excel, in addition to DocuSign, Zoom, and Teams.
• Excellent time management, multitasking, and organizational skills, with the ability to prioritize task/assignments.
• Ability to be proactive and a problem solver that can work well both independently and as part of a growing and dynamic team.
• A self-starter and take-initiative personality with a positive attitude.  Ability to be flexible and adopt to change on a situational basis.
• Reliable and punctual.

COMPENSATION

• Immediate health benefits.
• Additional benefits after applicable probationary period.
• Salary based on experience.

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