Full-time Client Services Associate

4 weeks ago


Flowood, United States Mom to Virtual Assistant Full time

We are in the process of staffing an Executive Assistant for an insurance firm in Jackson, Mississippi. The client needs someone to handle the following responsibilities. If you are interested, please complete the application.NEEDS Coordinate development of financial plans for individuals and businesses Monitor plan performance Interact daily with clients in a professional and personable manner Manage various administrative tasks Must be located in Jackson, Mississippi metro area or willing to locate Platforms: Microsoft RedTail Requirements Experience in finance (a plus) Experience / interest in insurance / finance (a plus) Excellent communication skills - time management, prioritizing tasks, working with deadlines, Strong organization skills - time management, prioritizing tasks, working within deadlines, even if ambiguous environments Proactive, take initiative, exercise good judgement, discretion and confidentiality in all tasks Adaptable, learn new things, flexible with new systems, tools, processes Effective communication skills both verbally and in writing with superiors, clients, colleagues, people inside and outside of the firm Effective in team environment Proactive attitude and willingness to take on additional project work / responsibilities Decision maker Ability to be in-person 5 days a week (8:30am-5:00pm) High EQ $40,000 Salary + health insurance on first day of employment and 401k on the first year anniversary Jackson metro area (must be able to work in person 5 days a week at 39232) Benefits Health Insurance 401k on first year anniversary Paid Time Off



  • Flowood, United States Mom to Virtual Assistant Full time

    Job DescriptionJob DescriptionWe are in the process of staffing a Client Services Assistant for a financial firm in Flowood, Mississippi. The client needs someone to handle the following responsibilities. If you are interested, please complete the application.NEEDSCoordinate development of financial plans for individuals and businessesMonitor plan...

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