Financial Administrative Assistant

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POST DATE 9/12/2016
END DATE 10/24/2016

Beachwood OH Solon, OH

Solon, OH
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Required Licenses/Certifications


Adecco has a direct hire Financial Representative Administrative Assistant job opportunity in Solon,Ohio. The purpose of this position is to support 2 Financial Advisors with their financial security planning practices. This is done by setting new appointments, processing new business, managing case underwriting, administrating complains programs, fulfilling client service requests and completing office administration responsibilities.

• Essential Functions:

1. New business process management
a. Confirm next day's scheduled appointments
b. Schedule and monitor completion of client underwriting requirements, including paramedical exams
c. Prepare applications for client signatures
d. Review applications for completeness and accuracy
i. Photocopy and submit application packages to new business coordinator
ii. Digitize paper applications for electronic storage
e. Follow up outstanding Daily Status Report requirements
i. Contact clients and underwriters with follow up questions and actions
f. Photocopy and submit delivery acknowledgement papers
g. Publish and revise 'cases in underwriting' report
h. Prepare policies for delivery and schedule delivery appointment

2. Client service fulfillment
a. Address client inquiries and complete requested or required follow up items
b. In coordination with Home Office, process:
i. Address, name and beneficiary change requests
ii. Billing and Insurance Service Account inquiries
iii. Cash surrender value, paid-up value and dividend inquiries
iv. In-force ledger and policy data requests
v. Change of plan, amount and benefits requests
vi. Policy loan requests and policy loan history information requests
vii. Lost policy replacement requests
viii. Policy reinstatement requests
ix. Policy surrender requests

3. Practice marketing administration
a. Use telephone to schedule appointments with new business prospects
b. Use telephone to schedule review meetings with existing clients