Full-time Client Services Assistant (IC-BB)

We are in the process of staffing a Client Services Assistant for a financial firm in Flowood, Mississippi. The client needs someone to handle the following responsibilities. If you are interested, please complete the application.

NEEDS

• Coordinate development of financial plans for individuals and businesses
• Monitor plan performance
• Interact daily with clients in a professional and personable manner
• Manage various administrative tasks
• Must be located in Jackson, Mississippi metro area or willing to relocate
• Platforms: Microsoft, RedTail

Requirements

• Experience in finance (a plus)
• Experience / interest in insurance / finance (a plus)
• Excellent communication skills - time management, prioritizing tasks, working with deadlines
• Strong organization skills - time management, prioritizing tasks, working...