Administrative Sales Assistant

About us Detillier Financial Advisors, LLC (DFA), located in Lutcher, Louisiana is a service oriented, results driven organization. Through Lincoln Investment, our advisors offer a wide range of financial products and services to individuals and business owners. Our customer-focused approach was carefully developed over the last 45 years to satisfy the unique financial and retirement plan needs of our clients. As an independent organization, we are able to offer an extensive investment mix from a variety of companies that specialize in retirement products and services. This concept enables our clients to achieve their retirement goals and objectives through a robust assortment of investment choices. Our depth of knowledge and expertise is further enhanced by our membership in the National Tax-Deferred Savings Association. Detillier Financial Advisors currently provides retirement products and services in 12 public school districts, one private school, five independent organizations as well as individual clients.

Responsibilities:

You will be joining a support team that manages the administrative tasks for four Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients. Financial services experience and licenses are not required but a plus. Please include details if these apply. A list of responsibilities, but not all-inclusive: Assist advisors in preparing for client meetings and complete follow-up tasks. Complete paperwork for multiple product types and route to clients and various firm operations as specified by their financial plan. Providing support to the Financial Advisor in post-meeting follow-up. New business processing (following up with carrier and client) for new accounts- involving both new and established clients. Interact with the corporate office on client related issues. Customer service on accounts; documenting client calls and interactions. Passion for delivering amazing client experiences. We are all 100% committed to excellence in service of our clients. Follow through with all paperwork to ensure it is in good order. Mail agreements, brochures, and other client account paperwork to clients. Research and resolve account issues or miscellaneous questions for clients and advisors. Maintain files and prepare correspondence and documents for advisors and clients. Any additional tasks as they come up or as the business evolves to support the team.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies: Strong technology/computer aptitude Identify and resolve problems in a timely manner Intuitive and resourceful to gather, analyze and resolve complicated issues Manage in and outbound calls with professionalism Respond promptly and accurately to client questions and needs Meet commitments and maintain confidentiality Exhibit sound and accurate judgment Demonstrate accuracy and thoroughness Monitor own work to ensure quality Strong attention to detail Strong time management skills Thrive in a fast-paced environment The salary range is dependent on a number of factors including the applicant's skill and experience.

Office Hours:

Monday - Thursday 8:30 to 4:30 and Friday - 8:30 to 3:00

Job Type:

Full-time Benefits:

Paid time off Ability to

Commute:

Lutcher, LA 70071 (Preferred) Ability to

Relocate:

Lutcher, LA 70071: Relocate before starting work (Preferred)

Work Location:

In person