Financial Advisor Assistant

Published: November 12, 2021
San Juan, PR, Puerto Rico
Job Type
Job Code
Years of Experience
Commensurate with candidate experience.
Bachelor’s Degree
Karina Ortego
Contact Email



  • Assist Financial Advisors at all times
  • Perform all general office functions including typing, emailing, faxing, communicating, documenting, filing, follow up among others.
  • Maintain Financial Advisors Calendar and Agenda
  • Handle telephone calls and messages to completion
  • Create Proposals, Illustrations, in force ledgers and support all New Business requirements for Investments, Pension and Insurance Business.
  • Submit, monitor and follow up all Investment & Insurance applications and service requests to completion with sense of urgency and all IGO (In Good Order).
  • Maintain up-to-date on product information and application processing requirements
  • Timely follow-up on all outstanding application requirements, and underwriting questions that arise. Requires active communication with Home office & PR office personel regularly regarding items needed on each customer case including Insurance, Investment and Pension cases.
  • Marketing: Mailings, News Letters, e-post cards, local brokerage news among other marketing initiatives
  • Support team to achieve and surpass goals in production for each of the areas of business.


  • Bachelors Degree in Business Administration or related.
  • Superior Customer Service orientation.
  • Excellent oral and communications skills. Bilingual- speak, read and write efficiently Spanish and English.
  • Proficient in software applications like Word, Excel, Power Point and Outlook.
  • Self – starter
  • Team player
  • Able to work under pressure and independently.
  • Strong organizational skills, multi tasking and time management.
  • Detailed oriented
  • Troubleshooting problems and finding promptly solutions.
  • Have ability to active listening and reading comprehension
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