Our award-winning team is looking for a talented, dynamic individual who is comfortable working in a fast-paced, high-energy environment. The role of Financial Representative Assistant is imperative to the success of our team and includes case prep, client follow-ups, client service, some office management (supplies & equipment ordering, technology help) and marketing.
This is a traditional administrative role with opportunities for growth and development starting Day 1. Our team is led by a Financial Advisor with 30 years in the financial planning business. He is also the Managing Director of our agency, and leads a team of 10 advisors and their staff. The ability to work with a team is a necessity.
More specific details, salary and development plans will be discussed. Please send resume to: firstname.lastname@example.org.