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Assistant

Company: Great Waters Financial
Location: Duluth
Posted on: March 27, 2020

Job Description:

As an assistant, you will provide dedicated support to the Financial Advisor by preparing portfolio materials for client meetings, manage client/advisor correspondence to retain and develop meaningful relationships between our clients and Great Waters Financial. The assistant is a liaison between our clients, Central office and advisors. Specific responsibilities include but are not limited to:Responsibilities:Assist advisor in servicing clients including preparing financial plans, conducting investment research and communicating action steps to the client servicing team.Prepare and ensure new business paperwork is successfully submitted which includes: preparing forms, obtaining signatures, preparing documentation for central office, tracking new financial/insurance applications, and coordinating account rollovers.Maintain an organized process for insurance and investment onboarding and account maintenance.Review and follow-up with meeting notes.Communicate with the central office for tracking daily status reports to efficiently onboard new clients.Effectively handle daily correspondence and service requests with clients.Assisting in office managerial duties when necessary?Characteristics of an ideal applicant:--Excellent verbal and written communications skillsCreative thinking and problem-solving proficiencyAbility to multi-task, prioritize, and manage time effectivelyAbility and willingness to learn new thingsTech-savvy and able to pick up new systems quickly (Experience with macOS preferred)--Customer service experience preferred

Keywords: Great Waters Financial, Duluth , Assistant, Other , Duluth, Minnesota

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