Licensed Administrative Associate
Core
Administrative support for financial advisors, handling client service, meeting coordination, and transaction processing for life insurance and wealth management.
Role type
Licensed Administrative Associate (CIRO and Life Licensed)
Builds
Client service transactions, meeting materials, and administrative workflows for financial advisors
Domain
Financial Services / Wealth Management / Life Insurance
Deliverable
client delivery
Required skills
Client service, meeting coordination, transaction processing, CRM management, document preparation, data entry, insurance illustration support
Preferred skills
CIRO designation, Life insurance licensing, financial services experience
Technologies
NaviPlan, Navigator, CRM, DocuSign, GICS
Responsibilities
Answering client inquiries via email and phone, scheduling and coordinating advisor meetings, processing client transactions (purchases, redemptions, claims), maintaining client records and databases, preparing meeting materials and illustrations, completing life insurance applications, monitoring premium payments, and managing office administrative tasks
Seniority
Individual Contributor, Entry to Mid-level