- Assist with client support and time management through scheduling appointments
- Manage and resolve client service needs i.e. issues with statements and transactions
- Utilizing strong judgment in managing priorities of requests
- Demonstrating a proactive approach to problem-solving with strong decision-making capability
- Must be able to work under deadlines and adapt to a fast-paced environment, remain cool under pressure
- Heavy scheduling and coordinating of calendars and lists
- Serve as a quality control point to ascertain all paperwork, policies, and procedures for client requests have been adhered to in accordance with all compliance requirements
- Drafting agenda and meeting minutes, as well as proofreading
- Organizing meetings, including the preparation of materials, managing takeaways, and follow-up.
- Filing/organizing documents into the appropriate locations
- Completing special project work as assigned
- Assisting with and completing project work as assigned and special projects related to practice growth
- Supporting other team members as needed
- Experience in executive administrative support (5+ years)
- Excellent time-management and organizational skills and the ability to multitask and prioritize workload
- Initiative and responsibility, to anticipate needs and follow through
- Sound judgment knowing when to escalate an issue
- Strong organizational/administrative skills
- Proficiency in Microsoft Office suite
- Desire and ability to work in a team-oriented environment
- Flexibility for overtime
- High school diploma, a college degree preferred, or equivalent experience
- Working knowledge of financial products; securities and insurance licenses (FINRA Series 7, Series 66, or series 63, Life and Health insurance designation), but not required
- Life insurance license a plus, but not required
- Previous experience supporting at group head level/in the wealth management and/or trust space is a plus
- Insurance license is not needed to apply; however, there is no cost to you in order to obtain a license
- Base compensation range is $67,000 - $135,000. This is NOT a commission-based role.
- Position participates in the annual bonus pool
- Generous 3-week base PTO and 10 holidays
- Retirement plan matching program
- Employer-sponsored employee health insurance plan (premium paid by employer)
- Diverse and inclusive work environment that encourages new ideas and personal growth
- Employer-sponsored continuing education, professional development, and tuition reimbursement opportunities
- Background check, fingerprinting, and non-disclosure agreement required for position
- Parental & family leave; military leave
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Financial Advisor Assistant - Baton Rouge, United States - Losey PLLC
Description
Are you awesome? Awesome at MS Office, Adobe, and web applications? Losey Insurance and Financial Services seeks to hire a full-time on-site Financial Advisor Assistant to support the wealth management team in the Baton Rouge, Louisiana branch office. The ideal candidate should be able to provide high-level, professional administrative support in wealth management and be responsible for assisting team with day-to-day client needs. The candidate must be experienced in handling a wide range of administrative and support-related tasks and be able to work independently and accurately. The candidate must also be well organized, flexible, and able to enjoy the administrative challenges of supporting the principal. This role requires exceptional interpersonal skills and the ability to interact effectively with the practice team, clients, industry professionals, and partnering companies while remaining flexible, proactive, and resourceful The candidate must also possess a keen sense of confidentiality and exercise good judgment and discretion.
Responsibilities Include
Requirements
Preferred Qualifications
Additional Information
Generous compensation is NOT commission-based and is commensurate with the industry
Benefits
Schedule
The office is open Monday through Friday and closed on weekends.
Company Description
Losey Insurance and Financial Services is a trusted insurance and financial advisory firm based in Baton Rouge, Louisiana. We specialize in private client risk management, wealth transfer, and estate planning, through a portfolio tailored to meet the unique needs of families with extraordinary assets to protect. For nearly 40 years, our trusted advisors have distinguished themselves by offering exceptional service and helping clients create solutions to protect their assets and grow their wealth for generations to come.
Equal Opportunity Employer
