Administrative Assistant

Location: New York, NY

Industry: Finance & Investment

Company: Unique Wealth Advisory Firm View company name

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Job Description

JOB SUMMARY:
Assists the National Head of Sales with all recruiting, scheduling and
administrative needs, as well as helping on personal sales business.
Assists all Sales Managers with recruiting and scheduling.

DUTIES:
•Manages the calendar for National Head of Sales, including scheduling appointments with recruiting candidates, clients and Relationship Managers
•Prepares recruiting packages for first interviews
•Creates binders which contain Correspondence, Relationship Managers Playbook, and Recruiting Operations for all offices and the new hires
•Maintains the recruiting spreadsheet and database notes for all new recruits
•Distributes pre-hire testing, such as the MDI, POP assessments, or Profile XT
•Schedules appointments between National Head of Sales and Relationship Managers /Sales Managers as requested
•Maintains all Relationship Manager files
•Prepares weekly tracking reports and periodization sheets for the Relationship Managers
•Schedules weekly National Head of Sales / Relationship Managers 1:1 meetings and prepares notes
•Prepares onboarding paperwork for new hires, including welcome binders, and coordinating contracting paperwork with Fifth Avenue Financial Licensing and Contracting contact
•Sets up training classes and Lunch and Learns for the Relationship Managers, including reserving NFP conference room, ordering lunch, and making sure all materials are ready.
•Follows up with Home Office on any commission/contracting issues
•Schedules client appointments, COI appointments, and conference calls for NHS
•Prepares applications for National Head of Sales’ clients and orders APS and medical exams
•Prepare inforce illustrations, sales illustrations, and servicing forms for clients

EDUCATION/EXPERIENCE: Prior administrative experience a must, preferably reporting to more than one supervisor. Excellent verbal and written communication skills. Exceptional attention to detail and organization skills. Ability to multi-task and prioritize. Proficient in Microsoft Outlook, Word, Excel