Concept Financial Group is looking for a Financial Sales Assistant to: provide administrative and operational support for more than 1 Advisor and serve as a liaison between Financial Advisor and clients.

• Must have strong written and verbal communication skills
• Outstanding customer service skills
• Ability to work as part of a team
• Good computer literacy

Responsibilities:

• Prepare client documents
• Manage Advisor calendars and email
• Organize files
• Send client correspondence
• Serve as a point of contact for clients to answer routine inquiries
• Process service requests
• Provide a positive client experience
• Help maintain databases
• Schedule appointments
• Ensure all activities comply with regulations and firm standards
• Oversee general office tasks such as managing supplies and mail
• Ability to communicate effectively with Advisors, clients, and other team members
• Strong skills in managing multiple tasks, deadlines, and client needs