800.352.5837

Administrative Assistant

How to Apply

Please send your resume to Mitch.Zimmer@northstarfinancial.com and add the subject "Administrative Assistant."

The purpose of this position is to manage the administration portion of the Associate’s Practice.

Essential Functions

Administrative Assistant Tasks: Client Interaction / Correspondence

  • Setting / Confirming / Rescheduling Appointments
  • Prepare letters of instruction
  • Handles basic service instructions from client meetings
  • Answer phones

Policy Servicing

  • Confirmation of new business
  • Prepare annual review letters
  • Preparing all client information for meetings

Administration / Record Keeping

  • Prepare Client Position Statement (CPS) and review for accuracy
  • Add client notes to system
  • Assist in preparing paperwork, submit, track and record transferring existing clients to Brokerage Platform and Managed Account Platform
  • Prioritize cases (identify what parameters dictate high priority)
  • Assist in completing applications (Insurance and Securities)
  • Assist in preparing materials for policy options letters
  • Basic service work

Tracking

  • Tracking review and follow up on service cases
  • Processing oversight (to ensure process meets desired time frame)
  • Track business goals

Marketing

  • Assist in seminar planning and coordination

Other Duties

  • Run illustrations
  • Copying, filing, faxing
  • Prepare marketing letters / emails
  • Ordering literature / supplies
  • This list is not all inclusive

Required Skills and Experience

Minimum requirements in terms of educational background, work experience, licenses / certifications or other knowledge, skills and abilities.

  • Four year degree or equivalent work experience
  • Good computer skills
  • Excellent verbal and written communication skills
  • Good customer service skills
  • Maintains confidentiality of information
  • Ability to coordinate multiple tasks and priorities
  • High attention to detail
  • Microsoft Word required

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

Additional Skills and Experience

  • Good organizational and demonstrated problem solving skills a plus.
  • Microsoft Excel and Outlook preferred
  • Knowledge of insurance / financial services industry

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