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About the role
Maintain CRM projects to ensure timely completion of all activities. Conduct policy calls, request insurance quotes, complete policy research and update paraplanning and client files.
More about this role
This role is responsible for the provision of high-level administrative support to the Advice Team, working within the Financial Planning Administration & Paraplanning Team.
Are you detail-oriented, tech-savvy, and passionate about delivering exceptional support in a financial services environment? Join our dynamic team, where your precision and proactive mindset will help drive client success and operational excellence.
Maintain CRM projects to ensure timely completion of all activities.
Accurately enter client and policy data into the system.
Record notes and updates in CRM promptly and accurately.
Conduct policy calls, request insurance quotes, complete policy research and update paraplanning and client files.
Ensure policy call preparation meets business expectations with respect to time and quality.
Prepare annual review packages, including file setup and system updates.
Follow detailed procedures and maintain accuracy in documentation.
Demonstrate a high-level understanding of paraplanning systems and tools or a willingness to learn.
Ensure clear communication with third parties to ensure the accuracy of data collected and the timely turnaround of all associated...
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