- The Woodlands, Texas, United States
- Hybrid
- Full-time · Associate
- 3–5 years
Provide dedicated support to high producing advisors by preparing portfolio materials for client meetings, leveraging analytical skills to build financial plans, and managing client interactions to retain and develop deeper relationships.
Responsibilities
- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Requirements
- Bachelors degree or equivalent