Administrative Assistant
Edison Wealth Strategies Edison Wealth Strategies Tulsa, OK Tulsa, OK Full-time Full-time $18 - $23 an hour $18 - $23 an hour 4 days ago 4 days ago 4 days ago A well-established insurance and planning firm is looking for a positive and energetic person that enjoys being part of a team and working independently.
We serve high net worth individuals, business owners, and professionals.
The candidate joining this team will be a key member of the firm's expansion and will have the opportunity to grow and advance within the company if desired.
Basic duties will include, but are not limited to:
Answer phones and greet clients.
Confirm client meetings for advisors.
Manage calendar for Founding Partner.
Field questions from clients, advisors, and vendors.
Assist clients with website issues.
Maintain office supplies.
Update and maintain client files and scanning.
Send gifts to clients for special occasions.
Maintain supply of applications and forms.
Coordinate special events.
Keep client information updated on internal data base.
Other general administrative and executive assistant duties as assigned.
Requirements:
Must have superior attention to detail with strong organizational skills.
Must be sharp, have a professional appearance, be ethical, detail oriented and can prioritize and multitask.
Must be highly communicative, organized, friendly, and be able to thrive in a fast paced environment.
Must work well individually and as team player.
Must be able to lift 25 lbs for various tasks.
Must be available full-time at our physical location.
Must be Proficient in Microsoft Office suite.
Experience:
High School diploma required.
Experience in Salesforce (CRM) preferred but not required.
3
years' experience with investments (mutual funds, annuities) or life insurance concepts (preferred).
Life/Health Insurance License preferred but not required.
Wages:
$18 to $23 per hour, commensurate based on experience.
Benefits:
Paid Time Off and Holidays Sick Pay Health Insurance 401K and Employer Matching Hours:
Full time Monday through Friday, 9 am - 5 pm This position is with an independent agent and not the New York Life Insurance Company.
Job Type:
Full-time Pay:
$18.
00 - $23.
00 per hour Expected hours:
40 per week
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Ability to Relocate:
Tulsa, OK 74137:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We serve high net worth individuals, business owners, and professionals.
The candidate joining this team will be a key member of the firm's expansion and will have the opportunity to grow and advance within the company if desired.
Basic duties will include, but are not limited to:
Answer phones and greet clients.
Confirm client meetings for advisors.
Manage calendar for Founding Partner.
Field questions from clients, advisors, and vendors.
Assist clients with website issues.
Maintain office supplies.
Update and maintain client files and scanning.
Send gifts to clients for special occasions.
Maintain supply of applications and forms.
Coordinate special events.
Keep client information updated on internal data base.
Other general administrative and executive assistant duties as assigned.
Requirements:
Must have superior attention to detail with strong organizational skills.
Must be sharp, have a professional appearance, be ethical, detail oriented and can prioritize and multitask.
Must be highly communicative, organized, friendly, and be able to thrive in a fast paced environment.
Must work well individually and as team player.
Must be able to lift 25 lbs for various tasks.
Must be available full-time at our physical location.
Must be Proficient in Microsoft Office suite.
Experience:
High School diploma required.
Experience in Salesforce (CRM) preferred but not required.
3
years' experience with investments (mutual funds, annuities) or life insurance concepts (preferred).
Life/Health Insurance License preferred but not required.
Wages:
$18 to $23 per hour, commensurate based on experience.
Benefits:
Paid Time Off and Holidays Sick Pay Health Insurance 401K and Employer Matching Hours:
Full time Monday through Friday, 9 am - 5 pm This position is with an independent agent and not the New York Life Insurance Company.
Job Type:
Full-time Pay:
$18.
00 - $23.
00 per hour Expected hours:
40 per week
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Ability to Relocate:
Tulsa, OK 74137:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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