The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
The Executive Administrative Assistant/Associate Financial Representative to Christa Szalach is an instrumental person in handling all back-end procedures for clients and prospective clients alike. In addition to onboarding clients and maintaining a CRM database, this person will assist in the growth of the Szalach Financial Planning practice. Insurance application input, investment account opening, client onboarding, and client service work behind the scenes are all parts of this role (no financial planning experience or licenses necessary at this time). This individual must be located in the Scottsdale/Phoenix, Arizona area (office is located near Papago Park) .
Responsibilities
Necessary skills:
Qualifications
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