Jul 02, 2022
Current Employees and Contractors Apply Here Advisor Group Careers Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special. Client Relations Opportunity in Financial Services Virtual Assistant Location: 20 E Thomas Road, Phoenix, AZ 85012 2300 Windy Ridge Parkway, Atlanta, GA 30339 12325 Port Grace Boulevard, La Vista, NE 68128 Summary: This position will act as a virtual assistant for Advisor Group advisors and their teams. Responsibilities include collaborating with advisors to prepare required documents, obtaining advisor and client signatures, submitting business into Advisor Group systems, sponsor systems and advisors' customer relationship management (CRM) systems. Our Virtual Assistant follows up on issues surrounding...
Advisor Group
Remote * (Atlanta, GA, USA)