Own the advisor's calendar — keeping it full, organized, and running smoothly
Reach out to referrals and leads to schedule initial appointments
Call existing clients to schedule annual reviews and follow-up meetings
Confirm appointments and ensure clients know the time, location, and what to bring
Follow up on time-sensitive action items: underwriting requirements, transfer paperwork, outstanding documents, and open case next steps
Provide customer service to existing clients — forms, contact updates, and general support
Track appointments, leads, and case statuses in CRM and scheduling systems
Support Spanish-speaking clients in their preferred language
Handle confidential client information with professionalism and discretion

Fully bilingual in English and Spanish — required
Strong phone presence — you're comfortable calling people you've never met
Organized, detail-oriented, and proactive — you notice what needs doing before being asked
Professional and warm — clients should feel genuinely taken care of
Able to juggle multiple open tasks without losing anything
Tech savvy
you'll be handling multiple systems at once
Experience in insurance, financial services, or scheduling is a plus — but attitude and work ethic matter more
These licenses aren't required, but would be a real advantage: Texas Life & Health insurance License, FINRA Series 6/63

Financial Advisor Assistant

Key skills