Para-Planner Trainee/Administrative Assistant

 

Para-Planner Trainee/Administrative Assistant

 

A National Financial Planning Firm is seeking a professional, hard working, experienced Para-Planner Trainee.  Training or experience in a Financial Organization is very helpful.

 

Qualified candidates will be expected to perform the following duties:

 Typing and Word Processing of documents, making revisions and handling transmittal letters, contracts and correspondence.Work with high volumes of paperwork and complete it timely and accuratelyElectronic and physical file maintenanceManage incoming phone and Email messages/Mail.Research on Client Accounts as neededPerforming any additional administrative duties as needed 

Qualified Candidates must possess the following skill set:

 Capable of working in a fast pace environment Intermediate to advanced Microsoft Office skills Ability to perform Financial Calculations Ability to multi-task Organized and detail-oriented Reliable, responsible, diligent, fun Takes pride in work; team player Strives in a professional environment

This position offers room for advancement.  We offer an attractive benefit package.  Salary is commensurate with experience.  Please E-Mail resume with cover letter outlining salary requirements to:

 

patfilbrandt@filbrandtco.com