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Insurance and Investment Associate

Harrison Financial Services10 months ago
Omaha, NE, United States
On-site
Full-time
Junior Level (1-3 years)
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Job Description

Position Overview

Compensation: $50K-$65K

We are seeking a detail-oriented and proactive Investment and Insurance Associate to join our dynamic team at Harrison Financial Services. The ideal candidate will play a crucial role in ensuring the smooth operations of our private wealth management services firm by maintaining CRM integrity, managing client information, preparing files and documentation, and supporting our client-facing teams.

Key Responsibilities

  • Ensure the accuracy and completeness of client data within the CRM system.
  • Regularly audit and update client records to reflect current information.
  • Assist in the management of client accounts, including monitoring changes and updates as required.
  • Collaborate with financial advisors to ensure all account details are accurately documented.
  • Maintain confidentiality and security of client data in compliance with industry regulations.
  • Distribute meeting notes to relevant team members and follow up on outstanding tasks.
  • Maintain CE licensing, credentials, and designation records for advisors.

Required Qualifications

  • Proficiency in CRM software and Microsoft Office Suite.
  • Proven experience servicing clients in a similar role.
  • Knowledge of financial products, investment strategies, and industry regulations.
  • Strong interpersonal and communication skills.
  • Excellent problem-solving skills, with a focus on delivering exceptional client service.
  • Ability to analyze data, identify trends, and make data-driven decisions.
  • Ability to work independently, manage multiple priorities, and meet deadlines.
  • Strong attention to detail and organizational skills.
  • Professional demeanor and positive attitude.

Required Skills

Attention to Detail
Organizational Skills
Problem Solving
Microsoft Office Suite
Financial Products Knowledge
Client Service
Industry Regulations Compliance
Data Analysis
Investment Strategies
Interpersonal Communication
CRM Software