Administrative Assistant - Adell, United States - Luedtke & Associates
Luedtke & Associates
Adell, United States
Verified Company
4 days ago
Description
We are seeking an Administrative Assistant to join our team You will work directly with a financial advisor to service clients over multiple states.
Helping them achieve their financial dreams and building lasting relationships for years to come.Responsibilities:
- Answer Phones & Schedule Appointments
- Greet and assist onsite guests
- Complete Applications and Process Paperwork regarding Life Insurance, Disability Insurance, Annuities, & Investments
- Scan & Organize Client Documents
- Process Investment Trades
Qualifications:
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
Pay:
$40, $60,000.00 per year
Benefits:
- Retirement plan
Schedule:
- 10 hour shift
Work Location:
In person
