Financial Services Coordinator

3 weeks ago


Cary, North Carolina, United States Barone Financial Full time
Job Overview

We are seeking a highly organized and detail-oriented Executive Assistant to support our Financial Advisor in Cary, NC. As a key member of our team, you will play a critical role in ensuring the smooth day-to-day operations of our practice.

The ideal candidate will have prior insurance or investment experience, preferably with a North Carolina Life and Accident and Health Insurance License. You will be responsible for calendar management, scheduling client meetings, filing and scanning documents, and providing exceptional customer service to clients and advisors.



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