Executive Assistant

Job Description

A job that can turn into a career. The position would initially entail answering incoming calls, filing, and setting appointments with current clients. Very quickly, the candidate would start to learn our financial planning software, company systems, and client service procedures. Then, the candidate would be given all materials necessary to become licensed to perform security (stocks and bonds) transactions via computer for our clients.(this is not a sales position). This position requires someone who is meticulous with details and wants to grow as a professional. Income is commensurate with learned abilities. As you grow in your ability so does your income. The current person performing these duties is still working and would help with the transition over the next year. The perfect candidate is mature and looking to stay in the position for the next decade at least. There is some flexibility on hours but the position is not remote at all. There are no benefits offered. Vacation time can be discussed. 30 hours per week to start with. Company Description

We provide financial planning advice, investments, and insurance.