Executive Administrative Marketing Assistant

Highly Specialized Financial Services Firm is seeking a Professional to handle multiple responsibilities: Customer Service Representation (CSR); Marketing-Sales / Administrative Assistance; Office Management; Data Entry; and more. The right candidate has a full bachelor's degree; a Professional Appearance; has very good communication skills and telephone personality for client interaction, seminars, and appointment setting. Should be a self-starter, quick learner, and preferably with some experience in the Long-Term Care Insurance and / or Medicare-Health Insurance Industry. Should have an entrepreneurial spirit with a desire for increased earnings through available opportunities; and have some business financial accounting familiarity. Must be computer literate and proficient with an ability to research and investigate various tasks as assigned.

We are a small boutique office in a great setting and environment in need of replacing a long-time employee that recently relocated to another state. The position can be molded to an individual's specific needs with flex time, growth, and earnings opportunities for the right individual and after a 120 day probation and learning period. We have been established since 1998 in the very complex, challenging, and rewarding industry of Long-Term Care Financial Planning Services. Our office needs a strong candidate that is a quick study / learner with good organizational, computer, customer service, marketing, and analytical skills. Our industry and our local practice offers a unique growth opportunity in earnings and personal development with the ability to help many households plan for their healthcare needs.

We asked our recently departed assistant to create a job description-post experience and here is what was provided:

ADMINISTRATIVE MARKETING PERSONAL ASSISTANT TO MR. CELANO

Responsibilities include, but are not limited to:

Answering phones, transfer calls, taking messages and communicate timely.

Sort-file mail / organize and maintain client files.

Prepare and process bank deposits to bank

Reconcile commissions-EFTs

Prospecting calls on Mr. Celano’s behalf to client inquires (Commission Earnings ).

Prepare client policy applications, monitor, process, and prepare policy deliveries.

Manage office and office supplies as needed and identified.

Light cleaning, plant watering, and general upkeep of common office areas.

Organize / purge backed up work

IDEAL CANDIDATES:

Professional

Highly efficient, well organized, and seeks improvements.

Adept troubleshooter and problem solver.

Must enjoy working independently (and productively) without supervision.

Proficient with office equipment and computer systems.

Problem solver and can work solo in the office

Ability for flexible time needs for client office meetings and possible seminars

Insurance knowledge a plus, but not necessary for a quick learner.

Job Types: Part-time, Internship, Contract

Pay: $15.00 - $20.00 per hour

Expected hours: 15 – 25 per week

Benefits:

• Flexible schedule

Schedule:

• Day shift

Application Question(s):

• Are you computer literate and proficient?
• Do you enjoy working alone and in a small office environment?
• Do you reside within 15 miles of City Park in New Orleans?

Education:

• Bachelor's (Preferred)

Experience:

• Business: 2 years (Preferred)

License/Certification:

• Driver's License (Required)

Ability to Relocate:

• New Orleans, LA 70119: Relocate before starting work (Required)

Work Location: In person

Salary : $15 - $20