Posted: Friday, May 12, 2017 4:35 PM
Job Description Must be Energetic, Creative, and Outgoing Position Summary: This position assists the Financial Advisor(s) by providing Sales and administrative support. Duties/Responsibilities: Welcome visitors by greeting them in person or over the phone, answering or referring inquiries. Answer telephone system, take accurate messages, screen and direct telephone calls in a professional manner Pick up, sort, open and distribute mail on a daily basis Perform administrative assistant duties for Financial Advisor(s), including, but not limited to, phone calls, setting calendar appointments, booking seminars and conference arrangements, Handle confidential and non-routine information Assist with special projects as assigned Other job related duties as assigned Experience/Qualifications: Minimum high school diploma or equivalent education certificate (GED) Excellent customer service skills are required and Phone Calling Skills Must be Proficient in Microsoft Office Products (Word, Excel, Outlook, Powerpoint) Strong self-starter required. Successful candidate will be able to maintain a high level of productivity without constant supervision. Must be energetic and outgoing Must present professional demeanor and appearance at all times To be considered for this position, you must at least meet the basic qualifications and able to pass a criminal background check *Must be able to take and pass state Life Insurance License exam or have a state Life insurance License .
• Location: Houston
• Post ID: 54800728 houston