Financial Advisor Assistant

---

Job description

Financial Advisor Assistant role will provide you with exposure to a wide variety of tasks, as listed below.

Duties:

• Answer the telephone and direct incoming calls to the appropriate person
• Open and sort incoming mail and couriers; prepare outgoing mail and couriers
• Basic day-to-day banking / payables / postage
• Maintain inventory of stationary supplies
• File client statements and correspondence
• Keep the office clean & orderly
• Ensure office equipment (printers, phones, computers) function properly
• Assist the President with personal errands, travel plans, and organization
• Provide administrative support for the Insurance, Group Benefits, and Investment departments, as required
• Assist with the implementation of marketing programs. This will include researching prospective clients and sending out marketing communications.
• Organizing client events and arranging for client gifts.

Qualifications:

• Training in Word, Excel, and PowerPoint
• A pleasant telephone manner and upbeat personality
• Excellent English skills (verbal and written)
• Very strong organizational skills and the ability to work with minimal supervision
• A "can-do" attitude and enthusiasm to assist on a wide range of projects
• Experience in arranging travel plans and event planning would be a valuable asset

Compensation:

• Salary of $30,000 - $32,000 per year
• Vacation of two weeks per year
• Participation in the Group Benefits Program after 3 months of employment.
• Educational Expenses - 100% for approved insurance, benefits, and financial related courses.

Job Type: Full-time

Pay: $30,000.00 - $60,000.00 per month

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Lake Charles, LA 70601: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location