Acts as an assistant and liaison to a series of financial advisors & wealth management professionals. As an ARC specialist, you will complete data entry of new business applications and processing, engage with case management during underwriting, and complete general service requests in a timely manner. While executive assistant, general administration, or office management experience is preferred, the position is open to newcomers looking for an opportunity for a new career and future advancement. Financial industry history is a plus! The position is a hybrid role requiring 2-3 days in office. Responsibilities: • Complete a variety of different new business applications for submission including paper and electronic applications which may vary by product. • Follow up on requirements needed for completed processing, which includes generating daily and weekly reports of missing documents for supervisor review. • Generate basic illustrations and proposals. • Serve as liaison for advisors and new business submissions and an understanding of business submission platforms and eligibility. • Submit and assist with service requests from advisors. • Meet with advisors and run meetings to provide updates and status. Qualifications: • Prior executive assistant, general administration, or office management experience – Financial industry history is a plus! • Experience with CRM system functionalities, including creating new contacts/households, updating client information, assisting with tasks, and maintenance of client data. • Comfort and skills with technology are a must! High proficiency with Microsoft Office Suite, including Word, Outlook, and Excel, in addition to DocuSign, Zoom, and Teams. • Excellent time management, multitasking, and organizational skills, with the ability to prioritize tasks/assignments. • Ability to be proactive and a problem solver who can work well both independently and as part of a growing and dynamic team. • A self-starter and take-initiative personality with a positive attitude. • Ability to be flexible and adapt to change on a situational basis. • Reliable and punctual. Compensation: $55,000 - $60,000 yearly

• Complete a variety of different new business applications for submission including paper and electronic applications which may vary by product. • Follow up on requirements needed for completed processing, which includes generating daily and weekly reports of missing documents for supervisor review. • Generate basic illustrations and proposals. • Serve as liaison for advisors and new business submissions and an understanding of business submission platforms and eligibility. • Submit and assist with service requests from advisors. • Meet with advisors and run meetings to provide updates and status.