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Financial Advisor Assistant (experience required)

Mutual of Omaha - Schemmel

Sioux Falls, SD 57108

Posted/Updated: 20 days ago

Job Description

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.

Mutual of Omaha - Schemmel
Scott Schemmel
48024 Timber Ridge Place
Suite 4
Harrisburg, SD 57032