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  • Posted: Feb 15, 2017
    Deadline: Not specified
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    Cornerstone Financial Services Group, LLC was formed to meet the growing needs of buyers and sellers of large asset portfolios in today’s volatile marketplace. We represent both qualified buyers and sellers of large, leveraged real estate and equipment asset holdings. Launched during one of our economy’s most trying, but dynamic eras, Cornerstone...
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    Financial Planning Administrator

    Job description

    DESCRIPTION:-
     
    A financial services professional who assists two company director’s / financial planner in performing compliance adherence, client base and general administration.

    REQUIREMENTS: -

    • Strong language and inter-personal skills are critical
    • Long-term Insurance and Investment knowledge
    • Proficient in Microsoft Excel, Word and Outlook
    • RE 5 (Representative regulatory examinations) will be an added advantage

    KPA / STRATEGIC BUSINESS DELIVERABLES: -

    • Compliance support to Representatives
    • Contacting clients to request documents, and schedule meetings
    • Updating / uploading client details, managing review cycles, general CRM functionality
    • General administration

    QUALITIES: -

    • Working collaboratively with all companies and staff within the CFSG group of companies
    • Ability to work independently and be self-driven within a team structure
    • Have appropriate client communication skills and presentation abilities
    • Intrapersonal and interpersonal communication skills

    COMPETENCIES: -

    • Energetic with a glowing persona
    • Planning strategizing
    • Goal driven
    • Motivated
    • High level of accuracy and attention to detail
    • Diversity sensitivity

    Method of Application

    Applicants should send mails to [email protected]

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