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
Requirements:
- 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.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
