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Posted: Saturday, September 23, 2017 8:37 AM

Job Description Financial Planning Administrative Assistant We 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 processing Frequent client contact, which requires excellent speaking and writing skills Answering the phones, directing calls and talking to clients Required 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 business Works well with many team members and enjoys a team approach and environment. Very detail oriented In addition to working well with team members, this person should also be able to work independently and be: Self-motivated Flexible Works well in a fast-paced office environment Great problem solving skills Highly organized Strong computer skills and proficient in Microsoft Office programs Good communication skills Preferred Experience: Series 6 license or life and health license Customer service experience Knowledge and experience with the following industry specific computer applications: Redtail, Laserfiche, LaserApp, Wealthstation/Sunguard, eMoney, Albridge and Morningstar Office. Company Description www.resonatecompanies.com 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.

Source: http://www.juju.com/jad/00000000cydq4m?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dcfee7cd666b8a2f9b7f85f4ae875dfbd346ca2b0141bc9404


• Location: Cincinnati

• Post ID: 50334482 cincinnati
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