FINANCIAL SERVICE ASSISTANT

Part time (18-24 hours per weeks) in Greensboro, NC

Flexible opportunity within the financial services industry.

Looking for a highly organized and motivated individual interested in a long-term opportunity helping shape an already successful financial and insurance services practice. Individual must be detail and service oriented, an effective communicator, and able to prioritize and manage multiple projects.

The following attributes are necessary for this position:

· Strong verbal and written communication skills

· Good listener

· Enjoys working with the public, providing excellent client service

· Cool and calm under pressure

· Proficient in technology platforms, including Microsoft Outlook, Word, and Excel

· Problem solving skills, ability to anticipate and understand future steps necessary to accomplish tasks

· Excellent organizational skills, great attention to detail, and follow through.

· Professionalism and enthusiasm.

Work responsibilities include the following:

· Manage incoming calls

· Prepare for client meetings

· Enter notes and tasks in CRM

· Complete follow-up tasks in CRM timely.

· Maintain and organize client records

· Handle client service issues as they arise

· Handle client meeting follow-up tasks as delegated

· Track and manage application processes, including insurance underwriting process

Hours and pay may be increased if individual demonstrates ability to handle a higher level of responsibility.

Job Type: Part-time

Pay: $23.00 - $30.00 per hour

Expected hours: 15 per week

Benefits:

• Financial planning services
• Flexible schedule
• Health insurance
• Paid time off

Experience level:

• 1 year

Schedule:

• Day shift
• No weekends

Education:

• High school or equivalent (Required)

Experience:

• Financial Services: 1 year (Preferred)

License/Certification:

• Life Insurance or Securities License (Preferred)

Ability to Commute:

• Greensboro, NC 27401 (Preferred)

Work Location: In person