The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to their clients. The specialist will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors\xe2\x80\x99 practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilitieso Internal Operational activities: \xe2\x80\xa2 Assist financial advisors in servicing clients through operational and analytical support \xe2\x80\xa2 Ensure new business paperwork is successfully prepared & submitted. Eg. MAAR applications, e-forms etc. \xe2\x80\xa2 Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. \xe2\x80\xa2 Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts \xe2\x80\xa2 Updating team website when necessary Client outreach functions \xe2\x80\xa2 Manage administrative client correspondence through emails and phone, such as: o to set up or confirm a meeting appointment date, o to acknowledge/send greetings, o to invite for an event, o to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery. o Contact client to gather factual, client-level profile information, such as age address, income and marital status o Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment time-frame, for suitability purposes. o Assist clients in data gathering for FP through emails
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