We are currently looking for a highly motivated and organized individual to join our team as an Advisor Assistant. This role is available for only 30 hours per week and will involve assisting with a variety of tasks. The successful candidate will have excellent communication skills and the ability to multitask in a fast-paced environment. Compensation for this position is based on experience. This is a great opportunity for someone looking to balance their work and personal commitments while gaining valuable experience in a growing organization.

Summary: L.S. Smith & Associates is a financial planning firm that deals with each person as a unique individual.  We take a look at your current financial situation, help identify where you’d like to be in the future, and then develop a plan to get you where you want to be, protecting you along the way. The principal, Shayne Smith is an Insurance & Financial Advisor with over 26 years of experience in the industry. 

Responsibilities:

• Assist advisor in the investment and investment processes and client transactions
• Processing insurance applications
• Pre-filling of insurance applications, processing of new applications, order of medical requirements, follow-up on outstanding case requirements
• Ensuring the accuracy of all information
• Maintain account lists
• Account/Policy Maintenance
• Process and follow up on client documentation for proper management of accounts. 
• Assist with servicing existing clients and prospecting for new clients. 
• Customer service of in-force client policies including; Responding to queries from clients/policyholders, and processing basic and complex changes to policies. 
• Perform various administrative duties
• Mass mailing, client mailings, record keeping, maintenance of forms, applications, and office supplies.
• Put together client presentations including surveys, quotes and product illustrations. 
• Mass e-mailing/mailing
• Client database management
• Point of contact with MGA/Dealer

Qualifications and Competencies: 

• 2-3 years’ experience in a service-oriented role in the insurance/investment industry. 
• Well-developed organizational skills, attention to detail
• Excellent oral and written communication skills
• Strong interpersonal and customer service skills
• Ability to work independently with minimal supervision
• Administrative experience
• Proficient in MS Word, Excel, PowerPoint, Insurance Software, Morningstar, Zoom, DocuSign, Calendly