Business Operations Assistant
7 days ago
Providence Financial and Insurance Services, Inc. is a dynamic financial planning and insurance firm seeking a highly skilled Business Operations Assistant. This is a front-desk position that requires excellent communication skills, attention to detail, and the ability to multitask.
In this role, you will be responsible for providing exceptional administrative support to our advisors and other team members. You will answer incoming calls, welcome clients, and assist with various administrative duties such as data entry, filing, and document preparation. Your ability to maintain accurate records and reports will be essential to our team's success.
The estimated salary for this position is $52,500 - $57,000 per year, plus benefits including paid holidays, sick days, and personal time off. Additionally, we offer 100% paid health insurance for employees and a competitive salary package.
Key Responsibilities:
- Answering incoming calls and welcoming clients
- Providing administrative support to advisors and other team members
- Data entry, filing, and document preparation
- Maintaining accurate records and reports
Requirements:
- Financial or insurance experience a plus but not required
- Superior people skills
- Detail-oriented
- Charismatic and friendly personality
- Great first impression
- Superb phone skills
- Ability to think quickly
- Ambitious
- Able to begin a task and see it through to completion
- Able to work unsupervised
- Able to work within a team environment
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