Need part-time executive assistant for financial services office. Initially 9 AM - 1 PM 3 days per week. Position could grow to full time. Requirements: ability to maintain confidential information is paramount, good computer skills including Word, Excel, PowerPoint; receptionist answer phones, direct calls, schedule appointments & maintain calendar, make outbound calls, take messages, assist with marketing, greet clients and prospects; complete applications for life insurance and annuities and follow apps through underwriting to completion, issue, and delivery to clients; assist with seminars on occassion seminars will be held in various cities and will be day trips only. Must be able to communicate effectively, write proficiently, and adapt to changing circumstances. Professional dress required. Bilingual candidates preferred. A life & health license would be helpful. If not, must become licensed within 90 days. Please review website here: www.rocketwealth.com
