Financial Advisor Assistant

Allstate Financial Services - Mariel Nevarez; McAllen (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Opportunity for advancement

Training & development

Job summary

Allstate Financial Services - Mariel Nevarez in McAllen, Texas is seeking a detail-oriented Assistant to support a Financial Advisor. The role involves managing the advisor's calendar, ensuring appointments are confirmed and follow-ups are completed. The ideal candidate is organized and proactive with strong communication skills.

This position also includes tracking client referrals, scheduling meetings, and providing administrative support. A professional demeanor and confidentiality in handling client information are essential.

Qualifications

• Reliability and detail-oriented.
• Organized and proactive.
• Comfortable making outbound phone calls.

Responsibilities

• Manage and maintain the advisor’s calendar.
• Track and manage contact with referrals and leads.
• Schedule review meetings with existing clients.
• Provide day-to-day administrative and client support.

Skills

Strong phone and communication skills

Excellent organization and time-management skills

Professional, friendly, and dependable

Comfortable handling confidential client information

Ability to manage multiple tasks

Tools

CRM/scheduling systems

Job description

Benefits:

• Bonus based on performance
• Company parties
• Opportunity for advancement
• Training & development

We are seeking a reliable, detail‑oriented Assistant to support a Financial Advisor with Allstate Financial Services. This role is essential to keeping the advisor’s calendar full, appointments confirmed, and client follow‑ups completed. The ideal candidate is organized, proactive, and comfortable making outbound phone calls.

Responsibilities

• Manage and maintain the advisor’s calendar to ensure full daily schedules
• Keep track and manage contact with referrals and leads from marketing sources
• Contact referrals to set appointments
• Schedule review meetings with existing clients
• Confirm appointments and clearly communicate meeting details (when, where, and venue)
• Follow up with clients on life insurance underwriting requirements, investment transfers and paperwork, and outstanding documents and next steps
• Track appointments, follow‑ups, and case status in CRM/scheduling systems
• Provide day‑to‑day administrative and client support
• Provide some translation services for clients

Qualifications

• Strong phone and communication skills
• Excellent organization and time‑management skills
• Professional, friendly, and dependable
• Comfortable handling confidential client information
• Ability to manage multiple tasks and follow processes
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