Financial Advisor Assistant

Published: November 12, 2021
Location
San Juan, PR, Puerto Rico
Job Type
Job Code
00100
Years of Experience
3
Salary
Commensurate with candidate experience.
Travel
No
Education
Bachelor’s Degree
Contact
Karina Ortego
Contact Email
kortega@careersincpr.com

Description

Responsabilities:

  • 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.

Requirements

  • 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
Apply
Drop files here browse files ...
Required

Related Jobs

Global Senior Financial Analyst   PR, Puerto Rico new
November 23, 2021
Web Developer   PR, Puerto Rico
November 12, 2021
Senior Financial Analyst   PR, Puerto Rico
November 12, 2021
Senior Financial Associate   PR, Puerto Rico
November 12, 2021
Compliance Officer   PR, Puerto Rico
November 11, 2021
Are you sure you want to delete this file?
/