Client Service and multi channel administrator
4 days ago
Syracuse
Job Description IMMEDIATE NEED: Our award winning, independent investment advisory & insurance firm with 20 years of knowledge and experience is seeking an Administrative and Marketing Associate. Administrative And Marketing Associate Responsibilities: • Providing primary and ongoing support to the Adviser by gathering and updating client data, advisory, brokerage, and coverage clients thru all channels, • Perform general office duties including vendor management, printers, phone systems, maintenance, • calling/emailing existing clients and prospects for appointments generally keeping 10 virtual and in person appointments per week, • SERVICING EXISTING IRA, 401 K, BROKERAGE, ANNUITY, AND MUTUAL FUND CLIENTS. MUST HAVE ACCURATE FORMS,DETAIL, AND FOLLOW THRU SKILLS., • Collecting and preparing initial financial data for financial planning meetings, • Preparing investment and insurance reports, • Support the creation, revision and amendment of client data management and analysis, • Submit monthly compliance reports for correspondence, incoming checks, advertising, and marketing, • Maintenance and regular updating of several websites, monthly and quarterly newsletters, • Coordination of client events, new business seminars, and financial planning classes, • Interaction between broker dealer (Cetera), insurance companies, and our outside RIA BFWM, • Documentation of all service, prospecting, and client interactions via CRM, • Preparation of new account and service forms via DocuSign or Adobe, • Navigation of Cetera, BFWM, insurance and mutual fund company web sites Ideally has skills in CRM, digital marketing, website, Docu Sign, Advice works, excel, word, client outreach campaign management BANK, trust investment, insurance, accounting, or law firm experience preferred. Background check and finger printing required THANK YOU IN ADVANCE FOR YOUR INTEREST. Company DescriptionWhat we do : While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Individual and business financial planning Investment management and analysis Individual, group, life, disability and LTC insurance IRA, 401 (k), 403 (b), SEP, Simple Defined benefit & profit sharing pension plans Stock option analysis Retirement income strategies Estate conservationWhat we do :\r\n\r\nWhile developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:\r\n\r\nIndividual and business financial planning \r\nInvestment management and analysis\r\nIndividual, group, life, disability and LTC insurance \r\nIRA, 401 (k), 403 (b), SEP, Simple\r\nDefined benefit & profit sharing pension plans\r\nStock option analysis\r\nRetirement income strategies\r\nEstate conservation