Vacancy expired!
Full Time Assistant for a successful financial planner and growing practice. The job is varied and never boring. Character, integrity and work ethic are the core principals to our success!
If you are looking for a career where:
Your effort and results are respected and compensated
You can grow in skills and have a path for success
You can help others
You enjoy your work
then we should talk!
Responsibilities include, but are not limited to:
- Maintain practice organization
- Service clients
- Coordinate marketing
- Maintain client communications
Requirements:
- Can do attitude!
- Must be able to handle a fast paced, deadline driven environment
- Must have solid written and verbal communication skills
- Ability to handle multiple tasks and prioritize work
- Strong organizational skills and attention to detail
- Problem solving skills
- Telephone skills
- Ability to work in a team environment
- Good knowledge of Microsoft Word, Excel, and Outlook.
Current Insurance licensing is a plus.
