SPAN - Producer Assistant - (Miami, FL)

Client liaison scheduling/confirming client appts. Complete and process account applications and investment transfers. Maintaining client databases and files. Set up client info and financial planning tools. Prepare client budget work sheets. ADMINISTRATIVE FUNCTIONS (approximately. 85% of role): * Answer phones for the producer(s). Screen and transfer calls. Take messages if necessary. * Administer calendar for the Associate/Producer Group. * Insure items are ready for client appointments, such as pulling client quotes, appointment reminders, and reservation of conference room(s). * Filing. Includes printing brokerage statements and insuring contact histories are updated. * Follow-up on all new business submitted. * Help conduct service work such as address and beneficiary changes.