Job Description
Company Overview
Black Star Wealth is a trusted financial advisory firm that empowers individuals and businesses to build lasting financial confidence through personalized wealth management strategies. The firm values relationships, innovation, and impact.
Responsibilities
- Respond to client emails and phone calls with professionalism and care.
- Schedule meetings and coordinate follow‑ups with clients and advisors.
- Prepare and submit insurance applications, track progress, and follow up as needed.
- Draft and deliver Reason Why letters and policy delivery packages.
- Maintain accurate and up‑to‑date client records and documentation.
- Onboard new clients and guide them through the planning process.
- Prepare investment and insurance paperwork for client signatures and carrier submission.
- Process new investment accounts, trades, transfers, and transaction requests (segregated funds only).
- A...