Financial & Administrative services company looking to add additional talent to our firm.
You will :
- Work directly with the firm's Certified Financial Planner to provide assistance with clients :
- Personal finances, investment advisory, insurance services and employee benefits.
- Build and maintain client database, keeping current clients plans up to date.
- Update and research employee benefits and brokerage accounts.
- Provide main and back office support and perform administrative duties.
- Create business documents such as memos, business contracts, letters,
- emails, business plans, etc.
- Must be proficient in Microsoft Office Suite, (i.e. Word, Excel, Outlook), Adobe Acrobat
- and Power Point.
- Excellent phone skills a must.
- Work experience in Insurance and Employee benefits preferred.
- Life and Health License preferred.
- Strong communication skills.
- Self motivated, self starter.
- Strong Organizational skills.
- Able to establish priorities.
- Excellent command of the English Language.
- Utmost Integrity.