How will you help grow the Practice?
You will…
· Prepare and submit investment and insurance paperwork as well as assist with new account openings, transfers of accounts, and transactions
· Assist with the continuous development and implementation of my client service model
· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in a CRM
· Respond to routine client service issues and requests
· Champion, train and implement technology
· Provide administrative support, which includes scheduling appointments, answering and screening calls, composing and proofreading correspondence and other written materials
Who do you need to be?
· An independent worker able to recognize what needs to be done and proceed without constant direction or supervision
· Systems focused, pragmatic, and able to create order in a way that is both structured and flexible
· Organized, problem solver, and proactive are words people use to describe you
· Attention to detail
· Commitment to measuring results
· This position requires the ability to prioritize your workflow
Experience Needed
· Demonstrated organizational, and time management skills under pressure
· Microsoft Office Skills – Word, Outlook, PowerPoint, and Excel
· Highly accurate typing, data entry, spelling, and proofreading skills
-Industry experience preferred
· FINRA Series 7 and 66/63 preferred, but not required
...Plans Retirement Savings Plans Employee Assistant Program / Discount Program Paid time off (PTO), sick time, and holiday pay Daily Pay offered to get paid within hours of a shift (offered in the U.S. only) Tuition Reimbursemen t In addition to base...
About Us: LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner...
...learn A strong ability to self-manage... A passion for working with people and solving problems Chemsearch FE... ...advancement opportunities. Join the Chemsearch FE team and start your career today! We celebrate, support and thrive on difference and diversity...
...Job Opportunity - Principal Investigator (Psychiatrist) - Exciting company (Dallas, TX) Position focused on late phase industry-sponsored trials of novel treatments for a variety of psychiatric and neurological conditions - with a specific focus on Schizophrenia...
The State Farm agent opportunity is one of the best small business opportunities in America. If youre interested in running your own business, we are seeking accomplished professionals to become State Farm independent contractor agents. If you are someone who: Wants...