Vacancy expired!
If you are looking for an opportunity to enter the financial planning world then we have a great opportunity for you!
A decades old financial planner in the Deerfield Beach area is looking for an Administrative Assistant to the Financial Planner to learn the business. The ideal candidate will provide exemplary client service, help with investment research and monitoring, completing, monitoring and reviewing portfolios, scheduling meeting, preparing and assisting principals with client meetings, preparing repots and assist with other administrative duties as needed withing the firm.Job Requirements:-Bachelor`s Degree Required-Must be very familiar with Microsoft Office (Word, Excel, PowerPoint and Outlook) and you will learn other industry specific applications.-Detail oriented and a team player.-CFP or CFP professional or other professional designations a plus-Must have excellent communication and interpersonal skillsFor immediate consideration, please email your resume and call the office at 954-484-5401#ESNYNOR- ID: #41167255
- State: Florida Deerfieldbeach 33441 Deerfieldbeach USA
- City: Deerfieldbeach
- Salary: TBD
- Job type: Temporary/Seasonal
- Showed: 2022-06-10
- Deadline: 2022-07-17
- Category: Et cetera