Bulk Hiring For Financial Advisory Support

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities .

Role & responsibilities

• Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation
• Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts.
• Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely.

Preferred candidate profile

• Graduate in finance discipline (0- 1year experience or 1year diploma is preferred.
• Good communication skills.
• Basic understanding of MS power point, MS Excel and MS Word.
• Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage

Perks and benefits

Fixed Shifts

Sat - Sun fixed off

Annual Bonus, Joining Bonus

Lucrative Incentives

Both Side Cabs

Interested Candidates Can connect to (Sadhika - 9811174195)