Administrative Assistant, Director of First Impressions,

Company: Simplified Wealth Management
Location: Hattiesburg
Posted on: January 11, 2020

Job Description:

Opening for a long-term team member to be a part of growing something great. Responsibilities include clerical items relating to scanning/faxing paperwork, opening accounts, customer data input, scheduling appointments, and greeting clients in a friendly and professional manner. Candidate should be organized and have the ability and willingness to learn new systems. Proficiency in technological applications including Microsoft products, website design, and Docusign is a plus. Pay is flexible based on experience and fit. We are looking for someone to be with this firm potentially forever, and to help grow it into the special business that we believe it can be. There are opportuinites for education and licensing, as well as increases in pay and bonuses based on firm growth and profitability. Retirement plan, with 3% match available and the applicant will have an opportunity to participate after 1 year. Financial Services or Insurance Experience are a plus, but not required. Hours will be Monday - Friday from 9:00 - 5:00 with a 1 hour break for lunch. Flexibility is a plus, because we may have appointments earlier than 9:00 or that run after 5:00.

Keywords: Simplified Wealth Management, Hattiesburg , Administrative Assistant, Director of First Impressions,, Executive , Hattiesburg, Mississippi