Administrative Assistant For Financial Advisor
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for an independent financial services professional may be the career for you!
Responsibilities
- Schedule appointments, completion of forms, filing, screening phone calls, opening mail
- Establish customer relationships and follow up with clients, as needed.
- Hourly pay plus/bonus
- Retirement Plan
- Paid Holidays
- Paid Vacation
- Paid Personal Days
- Growth Opportunity
- Excellent communication skills - written, verbal and listening
- People-oriented
- Attention to detail
- Organizational skills
- Ability to work in a team environment and independently
- Ability to multi-task
- Enjoy working in a small office environment
- Must pass FBI background check.
Retirement Council, Inc.
Our mission is to help our clients realize their dreams, while protecting their loved ones. We are located in Coral Springs, FL and help clients with their insurance and financial service needs, including:
- Retirement planning
- Life insurance
- Long Term Care Insurance
- Mutual Funds
- Variable Annuities
Retirement Council, Inc. 9825 West Sample Road, Suite 206, Coral Springs, FL 33065 (954) 340-1588
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA / SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Retirement Council, Inc. and PlanMember Securities Corporation are independently owned and operated CA Insurance License OH65782
