The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients. Specific responsibilities may include but are not be limited to:SUPPORT: Handle case notes, process correspondences and maintain client case files.File new statements, account forms and other insurance/investment-related materials.Maintain financial representative's calendar and schedule follow-up appointments.Answer telephone calls and direct them as appropriate.Maintain supplies of current insurance/investment-related marketing materials.Input data, print proposals and gather information at the direction of the financial representative in preparation for client/prospect meetings.Maintain current client information for all product lines.Contact clients to confirm receipt of forms or request return of completed forms.QUALIFICATIONS: Experience in administrative support or customer service, preferably in the financial services and/or insurance industry.Health and life licensed or gain licensing within 6 months of employment.Excellent oral and written communication skills.Desire to grow professionally.Ability to work in a fast-paced environment.Ability to work both independently and on a team.Demonstrate organizational and time management skills.Strong attention to detail with the ability to work with a high degree of accuracy.No criminal history.Job Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceHealth insuranceLife insuranceParental leaveProfessional development assistanceRetirement planPhysical Setting:OfficeSchedule:Monday to FridayCOVID-19 considerations:Required to be vaccinated. Masks required when working in the office.Ability to commute/relocate:Fairfax, VA 22030: Reliably commute or planning to relocate before starting work (Preferred)Experience:Financial planning: 1 year (Preferred)License/Certification:life and health license (Preferred)Work Location: One location