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Executive Assistant
Job Description
Job Title: Managing Director Assistant / Associate Financial Representative (AFR)
Location: Winston-Salem, NC
Employment Type: Full-Time
About the Role
We are seeking a Managing Director Assistant / Associate Financial Representative (AFR) to join our team. This dynamic role combines administrative excellence with client service expertise. You will work closely with the Managing Director to support office operations, marketing initiatives, and client relationships while ensuring compliance and efficiency.
Key Responsibilities
Administrative Support
If you are detail-oriented, proactive, and passionate about client service, we’d love to hear from you. Submit your resume and start your journey with us. Email Lisa Wright at lwright@theresource.com.
Location: Winston-Salem, NC
Employment Type: Full-Time
About the Role
We are seeking a Managing Director Assistant / Associate Financial Representative (AFR) to join our team. This dynamic role combines administrative excellence with client service expertise. You will work closely with the Managing Director to support office operations, marketing initiatives, and client relationships while ensuring compliance and efficiency.
Key Responsibilities
Administrative Support
- Greet clients and manage incoming calls and mail.
- Maintain calendars, schedule meetings, and manage email for the Managing Director.
- Prepare correspondence and maintain client information.
- Respond to inquiries from the Home Office and ensure timely communication of procedural changes.
- Establish and maintain office policies, procedures, and compliance standards.
- Handle case notes, client files, and investment/insurance documentation.
- Gather information for client meetings and assist with prospecting.
- Prepare applications, arrange medical exams, and follow up on underwriting requirements.
- Manage policy delivery and client service issues.
- Coordinate client communications via phone and email.
- Manage referrals, birthdays, and appointment rescheduling.
- Support marketing campaigns and client engagement activities.
- Strong computer skills (Microsoft Office, Excel).
- Excellent written and verbal communication skills.
- Highly organized with strong attention to detail.
- Ability to manage multiple projects and maintain confidentiality.
- Willingness to learn and adapt in a fast-paced environment.
- Life & Health Insurance License (within 6 months of hire).
- Long-Term Care Insurance License (within 6 months of hire).
- SIE, Series 7, and Series 63 (within 18 months of hire).
- Collaborative and professional work environment.
- Opportunities for growth in financial services.
- Make a meaningful impact by supporting clients and leadership.
If you are detail-oriented, proactive, and passionate about client service, we’d love to hear from you. Submit your resume and start your journey with us. Email Lisa Wright at lwright@theresource.com.
