Job description
Assist financial advisor in day to day operations
Professional and courteous demeanor
Proficient use of Mincrosoft office tools (ie Word, excel, outlook)
Knowedge of CRM data base
Serier 6 or life and health licenses desired but not required
Problem solver
High School degree required. College degree preferred
Job Types: Full-time, Part-time
Pay: From $20.00 per hour
Benefits:
- Flexible schedule
- Paid time off
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Sewickley, PA 15143: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Management: 3 years (Preferred)
Work Location: In person
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