4 DAY WORK WEEK - ADMINISTRATIVE SUPPORT ROLE
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LEXINGTON BASED WEALTH MANAGEMENT COMPANY IS SEEKING ADMINISTRATIVE SUPPORT STAFF. ROLES AND RESPONSBILITIES INCLUDE:
ORGANIZING AND MANAGING CLIENT FILES AND CRM
ASSISTING WITH DEPOSITS AND CONTRIBUTIONS TO INVESTMENT AND INSURANCE ACCOUNTS
WORKING WITH INSURANCE CARRIERS ON SERVICE RELATED ISSUES
WORKING WITH CURRENT ADMINISTRATIVE STAFF ON PROCESSING NEW INVESTMENT AND INSURANCE ACCOUNTS
HELPING EXISTING STAFF WITH MARKETING INITIATIVES.
IDEAL CANDIDATE SHOULD BE HIGHLY ORANIZED AND DETAIL ORIENTED, POSSESS A POSITIVE ATTITUDE, AND BE FOCUSED ON DELIVERING CLIENTS A HIGH LEVEL OF SERVICE. EXPERIENCE IS A PLUS BUT NOT NECESSARY.
WE ARE MOVING TO A FOUR-DAY WORKWEEK FOR OUR STAFF. IDEALLY, WE WOULD LIKE SOMEONE FULL-TIME, BUT WE ARE FLEXIBLE FOR THOSE WITH CHILDREN IN SCHOOL AND COULD ACCOMODATE A SCHEDULE THAT IS MORE IN THE 25 HOUR/WEEK RANGE.
STARTING PAY OF $20/HOUR. BACKGROUND CHECK IS REQUIRED IN OUR INDUSTRY.
Vacancy expired!