Job Description
Job Description
POSITION OVERVIEW - (Full / Part Time)
Administrative / Receptionist
Varied responsibilities.
REQUIRMENTS
Minimum of 2 years Customer Service
Financial Services experience is a plus
Working knowledge of Microsoft Word, Excel, Internet and Email
Ability to type 35 wpm or more
Ability to prioritize duties.
Great attention to detail
No Medical or Dental Insurance is available)
Company Description
Join an independent financial services firm, where your contributions matter. As part of our independent financial advisor network, you will be part of a team that values people over profits.
We focus on personalized service and strong client relationships. Our goal is to make a positive impact, improving lives and supporting communities.
We are dedicated to creating a supportive environment where you can thrive and feel like you belong.
Company Description
Join an independent financial services firm, where your contributions matter. As part of our independent financial advisor network, you will be part of a team that values people over profits.
We focus on personalized service and strong client relationships. Our goal is to make a positive impact, improving lives and supporting communities.
We are dedicated to creating a supportive environment where you can thrive and feel like you belong.
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