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! The position is a hybrid role requiring 2-3 days in office.
Responsibilities
1. Complete a variety of different new business applications for submission, including paper and electronic applications, which may vary by product.
2. Follow up on requirements needed for completed processing, which includes generating daily and weekly reports of missing documents for supervisor review.
3. Generate basic illustrations and proposals.
4. Serve as liaison for advisors and new business submissions, and an understanding of business submission platforms and eligibility.
5. Submit and assist with service requests from advisors.
6. Meet with advisors and run meetings to provide updates and status.
Qualifications
* 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 are a must! High proficiency with Microsoft Office Suite, including Word, Outlook, and Excel, in addition to DocuSign, Zoom, and Teams.
* Excellent time management, multitasking, and organizational skills, with the ability to prioritize tasks/assignments.
* Ability to be proactive and a problem solver who 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 adapt to change on a situational basis.
* Reliable and punctual.
Compensation
$45,000 - $50,000 yearly
About Coastal Wealth
Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.
What We Offer
Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.
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