Advisor Resource Center Specialist

  • Anywhere

Advisor Resource Center - Coastal Wealth

OVERVIEW

  • Acts as an assistant and liaison to a series of financial advisors & wealth management
    professionals. As an ARC specialist, you will complete data entry of new business applications and
    processing, engage with case management during underwriting, and complete general service
    requests in a timely manner. While executive assistant, general administration, or office
    management experience is preferred, the position is open to newcomers looking for an
    opportunity for a new career and future advancement. Financial industry history is a plus!
  • Position is hybrid role requiring 2-3 days in office.

DUTIES/RESPONSIBILITIES

  • Complete a variety of different new business applications for submission including paper
    and electronic applications which may vary by product.
  • Follow up on requirements needed for completed processing, which includes generating
    daily and weekly reports of missing documents for supervisor review.
  • Generate basic illustrations and proposals.
  • Serve as liaison for advisors and new business submissions and an understanding of
    business submission platforms and eligibility.
  • Submit and assist with service requests from advisors.
  • Meet with advisors and run meetings to provide updates and status.

QUALIFICATIONS/SKILLS/COMPETENCIES

  • Prior executive assistant, general administration, or office management experience –
    Financial industry history is a plus!
  • Experience with CRM system functionalities, including creating new contacts/households,
    updating client information, assisting with tasks, and maintenance of client data.
  • Comfort and skills with technology is a must! High proficiency with Microsoft Office Suite,
    including Word, Outlook, Excel, in addition to DocuSign, Zoom, and Teams.
  • Excellent time management, multitasking, and organizational skills, with the ability to
    prioritize task/assignments.
  • Ability to be proactive and a problem solver that can work well both independently and as
    part of a growing and dynamic team.
  • A self-starter and take-initiative personality with a positive attitude.
  •  Ability to be flexible and adopt to change on a situational basis.
  • Reliable and punctual.

COMPENSATION

  • Immediate health benefits.
  • Additional benefits after applicable probationary period.
  • Salary based on experience.

To apply for this job please visit coastalwealth.typeform.com.