BIOND Financial is looking for a highly organized, proactive, and trustworthy Financial Representative Assistant to join our team.
In this role, you'll support the daily operations of an investment advisor, helping manage client relationships, scheduling, and new business processes while maintaining a high level of professionalism and confidentiality.
What We're Looking For:
? A "can-do" mindset with excellent attention to detail
? Strong organizational and communication skills
? The ability to manage sensitive information with the utmost discretion
Key Responsibilities:
???? Coordinate client meetings, draft emails, and manage the FR's calendar
???? Assist with insurance and investment new business processes
???? Handle policyowner service requests and CRM management
???? Support marketing campaigns, recruiting, and pipeline management
If you're ready to take on a role that offers variety, impact, and growth, we'd love to hear from you!
???? For more details, or to apply, contact me directly at maryann.stahl-patton@northeastfn.com or visit northeastfn.com