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Posted: Thursday, September 21, 2017 12:12 PM

Job DescriptionFinancial Planning Administrative AssistantWe are looking for a highly motivated, confident individual to join our team. Resonate is a fast-paced office that works closely as a team to bring outstanding results to our clients through values-based financial planning. Just as we work with our clients to set and reach personal, career and life goals, we do the same with our employees. If you are a self-starter who is also flexible and comfortable with frequent change and new opportunities, we look forward to hearing from you.Office administrative responsibilities to include but not limited to the following:Investment/ Life/Long-Term Care/Disability Insurance paperwork creation and processingFrequent client contact, which requires excellent speaking and writing skillsAnswering the phones, directing calls and talking to clientsRequired Skills and Qualifications:At least 3 years experience in the financial planning and/or life insurance industry.Experienced in completing investment paperwork/processing investment/insurance businessWorks well with many team members and enjoys a team approach and environment.Very detail orientedIn addition to working well with team members, this person should also be able to work independently and be:Self-motivatedFlexibleWorks well in a fast-paced office environmentGreat problem solving skillsHighly organizedStrong computer skills and proficient in Microsoft Office programsGood communication skillsPreferred Experience:Series 6 license or life and health licenseCustomer service experienceKnowledge and experience with the following industry specific computer applications:Redtail, Laserfiche, LaserApp, Wealthstation/Sunguard, eMoney, Albridge and Morningstar Office.Company DescriptionResonate is a fast-paced office that works closely as a team to bring outstanding results to our clients through values-based financial planning. Just as we work with our clients to set and reach personal, career and life goals, we do the same with our employees. If you are a self-starter who is also flexible and comfortable with frequent change and new opportunities, we look forward to hearing from you.

Source: http://www.juju.com/jad/00000000cvcum3?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dcdb9f5cd26e8e9abdaf820ad117b7c2baeaa3c35043794733


• Location: Cincinnati

• Post ID: 50237527 cincinnati
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