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Part Time Administrative Assistant

Vision Financial Group, a MassMutual firm

Part Time Administrative Assistant

Buffalo, NY +1 location
Part Time
Paid
  • Responsibilities

    SUMMARY OF RESPONSIBILITIES:Accountable for providing general administrative support to the Advisors which may include some or all of the functions listed below based on the specific business needs of the Advisors. The Assistant role and functions performed should be clearly differentiated from that of an Agency employee support role.PRIMARY RESPONSIBILITIES:

    Provide new business support to the Advisor(s) they support to ensure complete applications and efficient processing of new business

    Assist Advisor(s) with the implementation of marketing programs, special initiatives, and other leads generation programs

    May perform general conservation activities for the Advisor(s) related to in-force policies, including a review of conservation control lists and the gathering of information from customers requesting surrenders or transfers

    Respond to routine customer requests for the Advisor(s) via telephone regarding basic information on their premium payments, effective dates and status of his/her policies

    Provide telemarketing support to and prepare bulk mailings to prospective client for Advisor(s)

    Create and run illustrations and assist Advisor(s) with sales call preparation

    Provide general administrative assistance to the Advisor(s) including filing, copying and typing correspondence

    Track Advisor(s) licensing with the State and FINRA. Track and/or arrange Continuing Education

    Prepare client folders for the Advisor(s)

    Maintain Outlook and Calendar (set and confirm appointments) for the Advisor(s)

    Adhere to company Compliance guidelines

    To expedite the application process, please email a copy of your resume directly to Victoria Dynarski at vdynarski@financialguide.com

  • Locations
    Buffalo, NY • Williamsville, NY