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Entry Level Insurance and Financial Services Administrative Assistant

Company: Duncan Financial Group
Location: Leesburg
Posted on: May 14, 2022

Job Description:

POSITION SUMMARYThe Financial Services Administrator position will assist the team with administrative functions associated with Insurance and Financial Services. - This position does not initially require licensing; however, will be expected to obtain securities/life licensing in the future. - Looking for someone to develop from the ground up. - This individual should be growth oriented. - This is a unique opportunity with ownership potential depending on growth and development. - -Life and Health License within 12 monthsKNOWLEDGE, SKILLS & ABILITIES

Detail-OrientedTechnical Capacity Deadline-OrientedPrioritizationEthical ConductCommunication Proficiency Personal Effectiveness/CredibilityJOB DESCRIPTION
Provide account information to clients and financial advisorProcess paperwork and submit electronically to broker/dealer and sponsor companiesProvide superior customer service and ensure that all service requests are handled in a timely and accurate mannerPrepare reports and paperwork for client meetingsAnswer phone and greet clientsManage scheduling as neededOther job duties as assignedSPECIFIC EDUCATION OR EXPERIENCE
Securities licensing is not required but would be a plus to start/able to obtain Series 6 Securities License & Life License within the time period designated -Experience with Financial Services Industry is a plusFINRA fingerprinting is required -Powered by JazzHR

Keywords: Duncan Financial Group, Deltona , Entry Level Insurance and Financial Services Administrative Assistant, Administration, Clerical , Leesburg, Florida

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