Administrative Assistant
3 weeks ago
We are seeking an Administrative Assistant to join our team You will work directly with a financial advisor to service clients over multiple states. Helping them achieve their financial dreams and building lasting relationships for years to come.
**Responsibilities**:
- Answer Phones & Schedule Appointments
- Greet and assist onsite guests
- Complete Applications and Process Paperwork regarding Life Insurance, Disability Insurance, Annuities, & Investments
- Scan & Organize Client Documents
- Process Investment Trades
**Qualifications**:
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
Pay: $40,000.00 - $60,000.00 per year
**Benefits**:
- Retirement plan
Schedule:
- 10 hour shift
Work Location: In person
