Job Description

Financial Planning firm is looking for an administrative assistant. We are looking for someone who has experience in the Banking, Insurance or Investment industries and enjoys processing paperwork for new accounts and current customers. Must be flexible to change as the job changes and be able to work overtime when needed. The position is both challenging and rewarding. Things we are looking for is someone who is positive, upbeat and able to learn quickly. Multi-tasking ability is important as the work comes in waves. This is an entry level position for a full-time career. This job involves attention to detail with a great amount paperwork being processed along with contact clients and vendors. Company Description Financial Planning firm that has been in place for the past 25 years. Among the top 1% of financial planning firms. Positive focus with flexible hours.

Company Description

Financial Planning firm that has been in place for the past 25 years. Among the top 1% of financial planning firms. Positive focus with flexible hours.