RESPONSIBILITY 1. Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork. 2. Generate reports such as position statements, for representative's meetings with clients. 3. Track pending business and service paperwork; update pending business and service summary sheet for advisor s attention; track and tally all outstanding work. 4. Handle phone calls from clients, when appropriate; transfer calls to advisor, when required. 5. Handle advisor needs proactively. REQUIREMENTS 1. The ability to interact with people across all levels of the business. 2.. Effectively prioritize workload and meet deadlines. 3. Familiarity with basic marketing concepts and practices. 4. Must have excellent problem solving, organizational, written & verbal communication 6. Must have strong follow-up skills. 7. Proficient in Microsoft Outlook, Word, Excel. 8. Must have excellent phone skills & etiquette.