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Hours Full-time, Part-time
Location Eatontown, NJ
Eatontown, New Jersey

About this job

The Administrative Assistant will be supporting two financial advisers in managing back office systems and communication with new and existing clients. Ideal candidate is punctual, highly detail oriented, enjoys working at a fast pace, has a positive attitude and is an effective communicator. Initial time requirement is 28-30 hours a week. Working hours: Monday through Friday 9:00 AM 3:00 PM Skills: Job Duties: --Communicate with new and existing clients --Add clients to company database and update information when necessary --Schedule and verify all appointments --Prepare materials for meetings --Update accounting reports monthly with closed business numbers --Complete life insurance applications