Job Description

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

The Executive Administrative Assistant/Associate Financial Representative to Christa Szalach is an instrumental person in handling all back-end procedures for clients and prospective clients alike. In addition to onboarding clients and maintaining a CRM database, this person will assist in the growth of the Szalach Financial Planning practice. Insurance application input, investment account opening, client onboarding, and client service work behind the scenes are all parts of this role (no financial planning experience or licenses necessary at this time). This individual must be located in the Scottsdale/Phoenix, Arizona area (office is located near Papago Park) .

Responsibilities

• Assist in the onboarding of new clients (client communication & administrative tasks – not selling)
• Assist in the ongoing servicing needs of current clients
• Insurance application input and carefully inputting client data (paperwork process)
• Investment account opening (paperwork process)
• Weekly meetings with the current team
• Communicate with insurance company underwriters in handling client cases
• Communicate with clients throughout the onboarding process via email/phone calls
• Create illustrations and financial planning analysis’ through the software provided as needed
• Craft and send recap emails to prospective clients
• Organize and schedule meetings on Christa’s calendar
• Confirm upcoming appointments and reschedule necessary meetings

Necessary skills:

• Detail oriented
• Ability to work quickly and efficiently in fast-paced environments
• Ability to juggle multiple ongoing tasks at once
• Organizational skills
• Communicates clearly
• Quick learner
• Takes initiative and is solution oriented
• Is resourceful and works to find an answer if unknown
• Team player

Qualifications

• Bachelor's degree or equivalent experience
• Strong interpersonal, customer service and communication skills
• Ability to multitask
• Proficient in Microsoft Office suite

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