We are seeking an Administrator to join our client’s Business Services team! No certifications are required. This is a fantastic opportunity to grow with the position and learn the industry.

Responsibilities:

  • Provide administrative and client service support for 12 Licensed Financial and Insurance Planners
  • Opening new accounts and maintaining communication
  • Client meeting administrative preparation and support for account managers
  • Develop and maintain a knowledge base of the evolving products and services

​Qualifications:

  • Excellent written and verbal communication skills
  • Strong Microsoft Office including Outlook, Calendar, Word and Excel
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Will consider recent college and/or technical program graduate looking to train and grow with our firm

Starting salary will be based on experience and education.

Tagged as: administrative, clerical

Last Name, First Name, Middle
No. and Street, City, State & Zip
Enter Date

Present or Most Recent First

When completing this section do not disclose information regarding juvenile court convictions or minor traffic violations. A conviction record does not automatically bar you from employment. Providing false information, misrepresenting criminal conviction history, or omitting information will lead to disqualification from further consideration of your application for employment, or termination of your employment.

Upload your CV/resume or any other relevant file. Max. file size: 101 MB.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

Share