We are looking for an administrative assistant with who either holds or is willing to obtain a BC Life & A&S insurance license. You will be an assistant to a CFP Professional and assist with front of house duties including mail distribution, answering inbound calls, preparation of paperwork and client communication. A minimum of one year industry experience is preferred.

Responsibilities:

• Managing correspondence from MGA and insurance carriers
• Creating and assigning tasks for the appropriate advisor and distributing paperwork
• Managing client intake email inbox
• Managing existing client email inbox
• Digital database input & maintenance
• Physical database input & maintenance
• Communicating with insurance carriers which includes follow-ups on active cases and general troubleshooting
• Communicating with the MGA which includes sourcing insurance quotes, tracking progress on applications, and subsequent transactions
• Prepping & shipping/sending correspondence for clients and documents to be sent to insurance carriers
• Preparing investment and insurance documents for advisors
• Communicating with clients in an administrative role
• Answering phone calls for Braun Financial Services
• General Administrative Duties