St. Louis— November 5, 2019 — Wealth Management Advisor, Dan Laure, is seeking a motivated, driven individual for an administrative role for his professional team. The individual should be a self-starter who can independently anticipate needs, maintain a strong customer focus, enjoy working as part of a team, have excellent planning and organizing skills, as well as possess great written/verbal communication skills. The individual will work out of the St. Louis, Missouri office and will report directly to Dan Laure.
Key Responsibilities include administrative and general office tasks such as managing the advisor’s calendar, preparing paperwork for meetings, updating and maintaining the CRM system, panning and coordinating client events, and creating and sending client communications. The individual will also be asked to monitor and update sales pipeline, open and service accounts at custodians, update financial planning software, request insurance illustrations and applications and facilitate risk assessment to clients.
The candidate must have two plus years of business experience, the ability to multi-task in fast paced environment. They must also be highly proficient at Microsoft Office Suite, have excellent organizational, time management, and communication skills, can recognize opportunities to improve and stream-line processes, and have discretion in handling confidential materials and information.
Bonus potential, stipend for health insurance and retirement benefits after one year of employment is available. The employee will receive a competitive salary with potential to grow.
Please send all questions and resumes to Dan Laure at 314-764-2731 or firstname.lastname@example.org.