Licensed Administration Assistant for Financial Firm
4 weeks ago
I seeking an Administration Assistant to join my team and help run my financial practice at New York Life I am seeking 10-20 hours per week (flexible, hybrid) with the ability to grow with my business. My vision is to start part time, and as my practice naturally succeeds as a result of your support, we can discuss full-time opportunities and what benefits/bonuses would accompany this.
Responsibilities:
- Draft correspondences and other formal documents
- Plan and schedule appointments and events
- Answer inbound telephone calls
- Managed my online filing system
- Manage my database/CRM
- Perform all other office tasks
Qualifications:
- Ability to prioritize and multitask
- Strong communication skills
- Strong attention to detail
- Strong organizational skills
Expectations
- in Waltham office for a few hours 1-2 days a week, with flexibility
- Either have life, 6 and 63 licenses, or be willing to obtain them. Pay is dependent on licenses.
No education or experience necessary
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