New Business Coordinator

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.

• Maintain excellent relationships with financial advisors and the MassMutual home office associates.

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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.

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COMPENSATION

• Immediate health benefits.

• Additional benefits after applicable probationary period.

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All resumes should go to John Valdes via JValdes@mycoastalwealth.com