Executive Associate

Job Description

The Bergin Agency, based in Cranford, NJ
, is looking for a qualified individual to be the Executive Associate to the senior financial representative, managing assets of over $. A family-owned independent full-service client centric financial and retirement planning firm has been providing services to clients since 1990.

Candidate must be extremely organized, detail-oriented and a self-starter, willing to have fun while putting client needs first.

• Responsible for proactive client contact which includes communication by phone and email.
• Assist clients with service needs, including general account questions, account and beneficiary changes, loans, withdrawals, etc.
• Schedule and confirm client appointments by e-mail and phone.
• Client appointment preparation – appointment agendas, running performance reports, gathering proper paperwork, etc.
• Document all client interactions via CRM (Salesforce).
• Responsible for executing marketing tasks, as needed.
• Submit correspondence and sales material to compliance for review.
• Ensure that Required Minimum Distributions are scheduled and taken.
• Inform financial advisor of client issues.
• Stay up to date with industry and company rules and regulations.
• Attend branch operations meetings and sales assistant conferences.
• Other projects and tasks as assigned.

• Ability to develop strong client relationships.
• Excellent oral and written communication skills.
• Ability to work independently.
• Problem solver and critical thinker.
• Ability to anticipate client and advisor needs.
• Capable of working under deadlines.
• Ability to do research to answer questions.

• NetX 360+
• Salesforce
• Albridge
• Broadridge
• Insurance company websites
• Microsoft Office Suite
• Morningstar
• Calendly

• At least 2 years of previous experience in sales support.
• Investment/brokerage operations experience (Pershing a plus).
• Customer service experience.
• Thorough knowledge of mutual funds and retirement plans.
• Industry experience and Series 6 or 7 and Series 63 registrations required.