Investment Administrative Assistant – Chester

Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulations and policies.

Duties and functions:

· Uses a consultative process to develop strong client relationships; will act as the client’s trusted and primary point of contact.

· Proactively works with assigned investment client portfolio to uncover needs and identify additional opportunities to refer to financial advisor.

· Makes key recommendations on products, pricing, and services and will connect clients to bank partners based on key financial decisions.

· Willingness to work towards obtaining life insurance license.

· Proactively works with financial advisor to identify existing clients that meet the target profile and create a calling plan.

· Works with financial advisor to administratively manage the practice including, but not limited to, reaching out to clients to set and participate in review meetings, complete administrative tasks for the practice as needed, and create and build upon relationships with existing and prospective clients.

· Actively participates in the community to identify prospects through relationship building efforts and identify centers of influence (i.e., attorney and accounting firms) and two-way referral relationships.

· Liaison between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.

· Maintains high expectation of client confidentiality.

· Other accountabilities as assigned.

Interested? Apply below.

Equal Opportunity Employer