Address
Form of work
SalaryBusiness owner serves clients as a business advisor and provides life and disability insurance solutions for Family Owned Businesses, Professional Athletes, Entrepreneurs, High Net Worth Individuals and Professionals in Private Practice. As a team, we work very closely collaborating with clients and their advisors. We have represented MassMutual and other companies for 30 years.
The ideal candidate:
· Provide high quality personal and administrative, clerical and organizational support service to President.
· Has excellent verbal and written communication skills.
· Is reliable, friendly, team oriented, and self-motivated.
· Has substantial attention to accuracy and detail.
· Will maintain a confidential and professional working relationship with Clients and Advisors (Financial Advisors, Accountants, Bankers, Attorneys and Trustees).
· Can effectively schedule meetings and manage calendar.
· Has advanced computer skills including Microsoft Excel, Word and PowerPoint.
· Will manage and execute all marketing events and activities.
· Must take initiative to learn new tasks and develop new skills with a sense of urgency for growth purposes.
· Demonstrates the ability to handle several projects simultaneously.
· Has 2+ years of previous experience in a similar capacity.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
