Associate Financial Representative

This role specializes in client service and supporting the financial representative with a focus on building the practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial representative and clients.

Responsibilities

Financial Planning Preparation (input data, gather information at the direction of the financial advisor, ensure accuracy, review financial plans with advisor/client)

Executing trades and ensuring for accuracy

Managing all financial planning client follow-up and correspondence

File new statements, account forms, and other insurance/investment-related materials

Communicate with home office, NMIS and fund families to supply or obtain information

Prepare/print letters of instruction for client signature

Qualifications

Health and Life licensed required

Financial Service or Insurance industry experience preferred in administrative support or customer service, preferably in the financial services and/or insurance industry

Excellent oral and written communication skills

Familiarity with Microsoft applications and data entry and information retrieval software

Strong attention to detail with the ability to work with a high degree of accuracy

#J-18808-Ljbffr