PT Remote Financial Executive Assistant

Lensa; New York (NY); Remote; USD 52,000 - 78,000; Part time

Job summary

A leading career platform seeks a part-time Financial Advisor Assistant for a remote role in New York. Ideal candidates will have experience in financial services, excellent organizational skills, and the ability to multitask. Responsibilities include client interaction, compliance management, and administrative support for a financial advisor. Join an inclusive team dedicated to empowering employees to be their authentic selves.

Qualifications

• Looking for individuals with a proven record in supporting financial advisors or wealth management.
• Must have 3+ years of relevant experience.
• Ability to manage tasks efficiently and communicate effectively.

Responsibilities

• Manage administrative tasks for financial advisors and interact with clients.
• Ensure compliance with financial regulations and maintain licensing requirements.
• Schedule and confirm client appointments, and assist with marketing efforts.

Skills

Organizational skills

Attention to detail

Communication skills

Experience in Financial Services

Education

3+ years as an executive or financial advisor assistant

Tools

Salesforce

Adobe Sign

eMoney

Job description

3 days ago Be among the first 25 applicants

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Insight Global.

Job Description

Insight Global is seeking a part-time Financial Advisor Assistant for a contract to possible perm job opportunity to sit remotely in the state of New York preferred. This resource will be expected to work 20-25 hours a week, and be available for a call or email from the financial advisor Monday-Friday.

Experienced in Financial Services industry, supporting seasoned Financial Advisor. Solely responsible for all administrative duties.

• Experienced with securities, life insurance, annuities and Compliance, and all related terminology.
• Assisting to ensure compliance with Financial Regulations
• Upkeep of licensing, renewals & CE requirements
• Assistance with scheduling & confirming client appointments
• Assist with client prospecting and familiarity with tools like LinkedIn, Sales Navigator. Marketing experience a plus.
• Proficient with editing pdf documents and Adobe Sign. Knowledge of eMoney a plus.
• Past or current Life & Health insurance and securities licenses a plus.
  
  

Interface with new and existing clients, speaking articulately, representing Financial Advisor.

• Perform all aspects of client service including completion of all new business applications, submitting and follow up of all new business, rectification of NIGO's on account and insurance applications, tracking and completion of all aspects of underwriting and TOAs. Servicing all related investment account, life and annuity policies. This can include establishing systematic withdrawals & deposits, subsequent contributions.
  
  

Self-starter, problem solver. Highly organized and ability to multi-task, prioritization and time management of tasks (highly efficient). Track and update tasks and client information in Salesforce.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills And Requirements

Familiar working with financial advisors or wealth management companies Experience supporting a Financial Advisor or wealth management company or Financial Advisor Assistant.

3+ years of experience as an executive or financial advisor assistant

Highly organized and elite attention to detail

Excellent communication skills, written and verbal null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].

If you have questions about this posting, please contact [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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