What are the responsibilities and job description for the Admin Support for Independent Financial Planning Firm position at Marathon Wealth & Protection Strategies?
Job Description
We are seeking an Admin Support For Independent Financial Planning Firm to join our team! You will perform clerical and administrative functions in order to drive company success.
Responsibilities:
Independent Financial Planning firm, four planners, 200 million under management.
Independent Financial Planning firm, four planners, 200 million under management.
We are seeking an Admin Support For Independent Financial Planning Firm to join our team! You will perform clerical and administrative functions in order to drive company success.
Responsibilities:
- Draft correspondences and other formal documents
- Plan and schedule appointments and events
- Greet and assist onsite guests
- Answer inbound telephone calls
- Develop and implement organized filing systems
- Perform all other office tasks
- Previous experience in office administration or other related fields
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
Independent Financial Planning firm, four planners, 200 million under management.
Independent Financial Planning firm, four planners, 200 million under management.