Licensed Service Assistant
Waterside Financial Group LLC
Apr 2021 - Sep 2021 (6 months)
As a Licensed Service Assistant, supported an insurance agent and financial advisor with day-to-day operations, client communications, and administrative tasks. Managed phone and email correspondence, assisted clients with policy updates, beneficiary changes, and billing inquiries, and maintained accurate client records. Coordinated calendars, scheduled and confirmed meetings, prepared materials for client appointments, and helped recruit and engage new clients through outreach efforts. Contributed to a positive client experience and overall team efficiency.