Financial Advisor Assistant

Columbus, OH

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Description

Part time Financial Advisor Assistant in North Columbus/Upper Arlington

 

Our Client is looking for a Part time Financial Advisor Assistant with a minimum of 2-3 years experience in Life Insurance and Securities. 

Pay: $18.00-$22.00/HR depending on experience

Flexible schedule

This specialized field is with an established financial service.  If you have experience and bring a passion for helping others we would like to connect with you. The position supports the daily operations of the practice including but not limited to, knowledge of Microsoft word, excel and PowerPoint along with database management using REDTAIL operating system. 

 

You will be responsible for:

  • Performing routine admin daily office duties
  • Preparing daily correspondences, reports, emails and outlines typically routine in nature. 
  • Prioritizing details while multi tasking and working under a  pressured time sensitive environment
  • Scheduling and preparing for client meetings.
  • Multitasking while completing all work accurately with frequent interruptions
  • Taking and completing accurate notes
  • Operating various office equipment (computers, fax machines and copiers.)

 

This position does require background checking and fingerprinting for Securities related business.

For immediate consideration, please apply now. 

We strongly encourage our Military and Veteran Heroes to apply!

 

Apply Now