Team Collaboration
Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Adaptability
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
Digital Tool Utilization
Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
Attention to Detail
Conversational Skills
Technology: Strong computer literacy with willingness to learn new technology and programmes such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Respond to inquiries, resolve issues, and ensure an exceptional experience.
Process account transactions, prepare documentation, and maintain accurate client records.
Account Management: Aptitude to learn and understand the financial services industry.
Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Analytical Thinking