Robert Half Finance & Accounting Compensation amp; Benefits Specialist in Hartford, Connecticut

Job Responsibilities/description: - Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. - Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor and provide necessary follow-up. - Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers. - Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement. - Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts. For Registered Client Service Associate Same requirements as above and : License(s) Required - Series 7 - Series 65 or 66 (IAR) - Series 63 or 66 (State Securities) - Variable Contracts - Accident/Health

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on FortuneĀ® magazine's list of "World's Most Admired Companies" (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.

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Req ID: 00700-0010127415

Functional Role: Benefits Administrator

Country: USA

State: CT

City: Hartford

Postal Code: 06105

Compensation: $40,000.00 to $55,000.00 per year

Requirements: Job Responsibilities/description: - Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. - Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor and provide necessary follow-up. - Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers. - Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement. - Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts. For Registered Client Service Associate Same requirements as above and : License(s) Required - Series 7 - Series 65 or 66 (IAR) - Series 63 or 66 (State Securities) - Variable Contracts - Accident/Health