Financial Advisor Assistant

hace 2 semanas

Bogotá Cundinamarca, Colombia Capital Wealth L.G - S.A.S A tiempo completo

**Location**: Remote (Based in Colombia)

**Salary**: 1.5 million pesos with a performance bonus of up to 500 thousand pesos

**Job Type**: Full-Time

**Key Responsibilities**:

- Make outbound calls to clients and prospects
- Schedule and book appointments for the financial advisor
- Assist with paperwork and ensure accurate documentation
- Follow up on client transfers and other processes
- Provide support in managing insurance policies, retirement accounts, and other financial instruments
- Ensure client satisfaction and maintain a high level of professionalism in all communications
- Be available to the Financial Advisor needs

**Qualifications**:

- Fluent in English (both written and spoken)
- Proven experience in finance, banking, or insurance products
- Strong communication and organizational skills
- Ability to work independently and handle multiple tasks
- Excellent attention to detail and ability to meet deadlines
- Excellent organization skills

**Benefits**:

- Competitive salary with performance-based bonus
- Colombian health and pension benefits (EPS and AFP)
- A supportive and professional work environment with opportunities for growth

Ability to commute/relocate:

- Bogotá, Distrito Capital, Cundinamarca: Reliably commute or willing to relocate with an employer-provided relocation package (preferred)

**Education**:

- Associate (preferred)

**Experience**:

- Finance: 1 year (preferred)

**Language**:

- English (required)

Willingness to travel:

- 25% (preferred)

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