Provide administrative support of Financial Advisor 20-25 hours per week
$20 + / hour pay
Flexible schedule. Previous experience with life insurance, annuities, and mutual funds required
Must be detail orientated and able to work independently, and proficient with computer.
Duties include but not limited to:
Providing excellent customer service for existing clients.
Set, confirm and prepare for appointments with clients.
Data base managment of client files - both paper and electonic (Redtail, Sales Force).
Process and follow up on all paperwork to confirm completion.
Routine office duties of emailing, faxing, copying, answering and returning phone calls.