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
...and nonprofit organizations. Our projects range from existing building surveys... ...Consultants is seeking a Senior-level Accessibility Consultant / Project Manager to join our growing team. This is... ...Professional office, field/project sites and remote office work. Fulltime, Monday ...
The Director, IT Project Management will work with various departments within Aimbridge Hospitality to manage enterprise applications projects within the IT department project portfolio. The incumbent in this role must have experience in leading high-profile enterprise...
...Title: ADA Tester Duration: 6 Months Location: Atlanta, GA, 30334 (Hybrid Role)... ...scripts across multiple projects based on software requirements and design documents. Conduct... ..., or related fields. ~7+ years of experience as a Quality Analyst with demonstrated knowledge...
Job Description Job Description Job Description ABOUT THE JOB Right now Domino's is looking for qualified drivers to staff stores in your area. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what...
...025. About Aerotek: We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs...