Our successful Financial Planning firm is currently seeking a Financial Planning Assistant to join our growing team! While this is an entry level position, the ideal candidate would have interest in becoming licensed within the industry and grow within his/her career with Wealth Management Solutions.Responsibilities:Communication with clientsCall FilteringPurchasingScheduling regular client ...
This position is in a very fast paced office. It takes exceptional team work and self motivation!Responsibilities will include but are not limited to:Answering multi-line phonesAssisting walk in customersData EntryFilingOverseeing and Coordinating multiple schedulesOffice Inventory and OrderingAssisting staff with administrative duties as neededOther general office dutiesSkills Must Include ...
Aug 16 -
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