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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 HR@insightglobal.com.

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