Retire By Design
Executive Assistant with Securities & Insurance BackgroundWe are a well-established Investment & Estate Planning firm.
This position is preferably for someone with an extensive background in administrative services to a Financial Professional in the areas of Securities, Annuities, and Life Insurance.
Such experience also requires excellent people, verbal and written communication skills.
Job duties will include:
Processing new business.
Servicing client accounts.
Assisting with marketing - including social media, executive appointment setting, and handling/screening phone calls and correspondence with clients and associates.
Benefits:
Flexible work hoursRetirements benefitsIncentivesPleasant, professional work environmentCompensation:
NegotiablePlease submit your resume and/or inquiries through the posting.
No phone calls or office appearances without an appointment please.
Thank you!About the Company:
Retire By Design.
Estimated Salary: $20 to $28 per hour based on qualifications.
This position is preferably for someone with an extensive background in administrative services to a Financial Professional in the areas of Securities, Annuities, and Life Insurance.
Such experience also requires excellent people, verbal and written communication skills.
Job duties will include:
Processing new business.
Servicing client accounts.
Assisting with marketing - including social media, executive appointment setting, and handling/screening phone calls and correspondence with clients and associates.
Benefits:
Flexible work hoursRetirements benefitsIncentivesPleasant, professional work environmentCompensation:
NegotiablePlease submit your resume and/or inquiries through the posting.
No phone calls or office appearances without an appointment please.
Thank you!About the Company:
Retire By Design.
Estimated Salary: $20 to $28 per hour based on qualifications.
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