Financial Advisor looking for a motivated, professional, administrative/personal assistant. The benefit to you will entail learning about the career of a financial advisor, sales skills, and how to run your own business (by watching me) that help one reach high levels of success.
Job duties will include:
- Running investment performance reports and life insurance illustrations
- Learning how to use investment review systems like "Morningstar Investment Services"
- Keeping track of paperwork and compliance guidelines required
- Paperwork, filing, helping with organization and overall cleanliness
- Helping me maximize "revenue produce activities" by running errands, helping me with personal things like grabbing coffee or lunch.
- Following up on life insurance cases and keeping on top of incoming and outgoing money
- Helping provide me with new ideas to get more clients, get more referrals, and make more money
I specifically need someone who:
- Is organized, neat, and follows directions well
- Is happy and willing to do administrative tasks which will sometimes include running errands or getting coffee
- Pays close attention to detail and is good at filing and paperwork
- Is punctual, reliable, and trustworthy
Location: Manhattan, New York
Duration: 12 months
Stipend: $2,000 per month