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Administrative Associate for Financial Advisory office (Downtown Spokane) Full-time

at in Spokane (Published at 22-07-2011)


A fast-paced, highly successful financial advisory office located near downtown Spokane is seeking an associate to perform administrative and office support activities in a deadline-driven environment. Successful candidates take pride in their appearance, communicate professionally and thrive when working closely with others. The ability to maintain client confidentiality is crucial. Candidates must be eligible for securities and insurance licensing.
Preference will be given to candidates with a Bachelors Degree in Business, Finance, or Communication, with 2+ years industry experience preferred. Candidates who are Series 7 and 66 (or 63/65 combination) credentialed and/or insurance licensed will be given highest consideration.
Responsibilities will include but are not limited to:
Processing insurance and security sales
Providing office support such as:
Typing correspondence
Application processing and data entry
Tracking and maintaining client contacts
Answering phones
Maintaining appointment calendar
Requirements/Qualifications:
Excellent organizational skills
Proficiency in the use of Microsoft Office
Positive attitude
High level of professionalism
Self starter needing minimal supervision
Accepting of guidance and feedback
Ability to multitask and prioritize, completing tasks with efficiency and accuracy
We are excited to add a new member to our team. Please send your resume and cover letter to the address above.


Location: Downtown Spokane
Compensation: Dependent upon experience
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.





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