Job Description
Job Description
Looking for a prime opportunity in the financial services sector?
Our wealth planning firm located in Richardson, Texas has an immediate opening for an enthusiastic, computer savvy executive administrative assistant.
In addition to assisting the CEO, the perfect candidate will be a professional team player who interacts directly with our clients, whether at the front desk, on the phone or by formal correspondence.
Previous experience in the financial services or insurance industries is preferred.
Requisite skills for this position :
In addition to direct client contact, our new associate will :
- prepare insurance applications and obtain client signatures using DocuSign .
- assist our clients in opening new financial accounts; obtain client signatures using DocuSign
- communicate with financial and insurance companies.
- be proficient at Outlook calendar management
- experience with entering client data on Sales Force and ShareFile
- adept at calling and setting client meetings
- able to prepare client correspondence in a professional manner
- an organized person who efficiently scans and organizes client documents into our archiving program
Company Description
Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.
Company Description
Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.
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