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New York City

    Financial Advisor Coordinator - New York, United States - Lead Advisor

    Lead Advisor
    Lead Advisor New York, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.

    Administrative Duties:

    • Maintain client list and case files
    • E-file and hard file investment and insurance related documents
    • Maintain calendar, schedule follow-up appointments and client reviews
    • Maintain underwriting and client service logs
    • Take client/prospect reservations for marketing events such as seminars; Assist in preparation of seminar materials and event mailings, as well as assist at events
    • Marketing initiatives to generate referrals and new leads

    Client Service: Insurance, Annuities, and Investments

    • Pre-check and prepare new applications and onboarding forms for completeness and accuracy
    • Arrange medical, paramedical and any exams necessary for underwriting
    • Follow-up mailing of forms to clients/prospects
    • Handle client service for account changes, underwriting follow up, investment paperwork and communicate account details
    • Communicate with Home Office and clients as needed to supply underwriting and policy information
    • Communicate with Pershing and clients as needed to facilitate rollovers and account transfers
    • Track and regularly update case-open inventory list
    • Track and address investment alerts for discretionary portfolios Financial Analysis
    • Input personal financial information and investment data into planning software
    • Run insurance illustrations, investment proposals, planning analysis, excel spreadsheets and basic accounting
    • Print proposals and maintain client e-files
    • Update client analyses for annual reviews to track progress

    Qualifications:

    • Bachelors
    • Excellent oral and written communication skills.
    • Organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines
    • Strong attention to detail with the ability to work with a high degree of accuracy
    • Fluent in Microsoft Office, including word and excel
    • Knowledge of social sites such as Facebook, LinkedIn etc.
    • Diligent, responsible, and reliable - people trust you because you care and can get it done
    • Team oriented attitude with the confidence to give and receive constructive criticism and feedback

    Desire to be the support a rapidly growing financial advisory practice.

    Salary: 60-70k

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