Our client is looking for an agile individual who excels in proactively building and implementing systems and processes while delivering exceptional client service. If you are driven by innovation, possess outstanding organizational skills, and thrive in a collaborative environment, we invite you to apply.

Key Responsibilities (including but not limited to):

Customer Relationship Management (CRM):

1. Take ownership of the CRM system to ensure accurate and up-to-date client information.
2. Manage automated processes within CRM.
3. Identify new opportunities in the CRM.
4. Generate monthly prospecting reports.

Compliance: Document comprehensive meeting notes, perform accurate data entry, and provide necessary documentation for clients.

In-Force Policy Administration: Prepare in-force illustrations, update client information and process policy changes (e.g. beneficiary designations, change of ownership, etc.).

Schedule Management: Proactively manage scheduling to ensure smooth coordination of client appointments.

Process Management: Oversee the auditing and refinement of both current and emerging business processes to enhance efficiency and elevate the client experience.

Qualifications:

• 2-5 years of administrative experience preferably in financial services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities