What are the responsibilities and job description for the Licensed Sales Assistant to Sr Partner position at Spivak Financial Group?
Company Description
Spivak Financial Group is a fast-paced, financial advisory & asset management firm with offices in Arizona & Pennsylvania. Since 1988, we have been dedicated to helping people get financially organized and make better decisions with their money.
Role Description
This is a full-time on-site role as a Licensed Sales Assistant to Sr Partner at Spivak Financial Group in Scottsdale, AZ. The role involves providing administrative assistance & support, executive administrative support, organizational & clerical skills, managing phone etiquette, and ensuring effective communication within the team.
Qualifications
- Administrative Assistance, Executive Administrative Assistance, and Clerical Skills
- Phone Etiquette and Communication skills
- Experience in financial services industry is mandatory and must have Series 7 securities license
.
- Excellent organizational and multitasking abilities
- Strong attention to detail and accuracy
- Ability to work effectively in a team environment
- Minimum 5 years experience in financial services industry
.