Financial Services- Personal Assistant (Insurance Experience)

Senior Financial Advisor seeks an insurance/investment experienced administrative assistant to assist with the day to day operations of the business.

Responsibilities include:

  • Assisting & servicing clientele, both over the phone and in person
  • Maintaining highest level of personalized and professional service to all clients
  • Making outbound calls to both potential and existing clients to schedule appointments
  • Assist with marketing efforts and client relations
  • Become proficient in the systems used for processing new and existing client paperwork
  • Input all paperwork into the system and monitor progression through final issuance
  • Assist with maintaining client files
  • General office duties including answering phones, filing and organizing


  • 2-5 years. experience or education received in Finance/Financial Services (or relevant)
  • Life and Health License and/or Series 6/7 strongly preferred but not necessary
  • Self-starter capable of working with limited supervision
  • Must have exceptional organizational skills, problem solving skills, be detail oriented and proactive in nature
  • Computer literate: able to adapt and learn new software quickly and proficiently. Must have excellent knowledge of all Microsoft Office Programs

25 hours/week

Selected applicant must pass a comprehensive background check

Interested applicants: please send resume to (see below) or call.

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