Receptionist/Adminis trative Assistant - Compensation: Negotiabl

Financial planning firm has immediate opening for a full-time Receptionist Administrative Assistant. Ideal candidate will be a motivated and organized individual with a can-do attitude and enthusiasm to assist in a wide range of projects and duties with minimal training or guidance. The primary purpose of this role includes being the primary contact person for our clients both in person and over the phone. Duties will include providing support to the office manager and advisors general office duties process insurance group business and investment business and maintaining the paperless office filing system. The ideal candidate will have extensive knowledge of Microsoft Word Excel and PowerPoint with experience in and knowledge of the investment business and processes. High School diploma is required college degree preferred. Series 7 and 66 registration is also preferred but not mandatory. Salary is negotiable with experience.

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