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SalaryExecutive Assistant with Securities & Insurance Background
We are a well-established Investment & Estate Planning firm.
This position is preferably for someone with an extensive background in administrative services to a Financial Professional in the areas of Securities, Annuities, and Life Insurance. Such experience also requires excellent people, verbal and written communication skills.
Job duties will include:
We are a well-established Investment & Estate Planning firm.
This position is preferably for someone with an extensive background in administrative services to a Financial Professional in the areas of Securities, Annuities, and Life Insurance. Such experience also requires excellent people, verbal and written communication skills.
Job duties will include:
- Processing new business.
- Servicing client accounts.
- Assisting with marketing - including social media, executive appointment setting, and handling/screening phone calls and correspondence with clients and associates.
Benefits:
- Flexible work hours
- Retirements benefits
- Incentives
- Pleasant, professional work environment
Compensation: Negotiable
Please submit your resume and/or inquiries through the posting.
No phone calls or office appearances without an appointment please.
Thank you!
Please submit your resume and/or inquiries through the posting.
No phone calls or office appearances without an appointment please.
Thank you!
