Assistant to Financial Advisor - Fortis Lux Financial : Job Details

We are looking for an assistant that will work closely with a Senior Financial Advisor. This individual should be highly motivated with a desire to grow and be mentored.

Qualifications

• Assist financial advisor with daily activities, including maintaining calendars
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Facilitate and resolve client service requests
• Advanced knowledge of Microsoft office
• Handle confidential and/or sensitive information responsibly

Required

• At least two (2) years of financial services/insurance experience
• Excellent oral and written communication skills
• Able to practice active listening and communicate in a direct manner
• Strong attention to detail with the ability to work in fast paced environment

Preferred

· Social media management experience

· Experience with Advisor 360 software

This is a hybrid position. Must be able to commute to New York City.