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...