Primary Responsibilities:

Personal Assistant for a business owner in the areas of: • Paying Bills for Office invoices • Paying Bill for Real-estate Rent • Paying Personal Bills • On-Line Banking • Handling personal items for Company’s Owner • Ensuring owner is properly enrolled and subscribed to licenses/ appointments etc as direct by principal. • Various other admin support task as assigned.

Data enty clark: • Handling office Vendor Service provider contracts • Handling Office Administration with Corporate Back office • Assisting in Office administration various duties in compliance • Submit payroll to Payroll Company for processing. • Responsible for Time Cards • General office support

Requirements are: • Experience in Manger /Owner support admin role • Familiar with the Securities Industry • Knows Quicken & QuickBooks / Excel/ Word/ • Comfortable & efficient with computers and internet • Able to Multi-Task • Accountable in assignment completion • Willing to work at fast pace at times • Compliance minded • Think out of the box • Quick response to task changes • Diligent in the correctness of their work • Detail oriented • Has pride of work • Professional demeanor • Friendly and outgoing!

This person will be required to pass a fingerprint check, pass a back round check and be bondable. Our focus is client service excellence in a professional fun, fast pace financial planning office. You will not be bored. Please do not apply if you don’t meet the criteria…..thank you

For immediate consideration send resume, salary requirements and what you can offer to insuranceagencyconsultant00@gmail.com