Financial Professional Assistant

Lafayette, LA | Direct-Hire (Perm)

Post Date: 12/01/2017 Job ID: 00004MBP Industry: Direct Hire Pay Rate: 32000.00
This Financial Services company is expecting growth for 2018 and they need an Assistant who has knowledge of Financial Services, Life/Health insurance, and Investments. The main focus of the Assistant's position will be to aide the Producers with preparation of proposals to clients, arrange client meetings, conduct research and data entry of Financial and Investment information. A degree in Business or Finance is desired. A series 6 and/or Series 7 license is also HIGHLY preferred, however, experience in a Financial institution dealing with investments and insurance would prove worthy. In addition, the Financial Professional Assistant will also run reports, answer phones, schedule appointments, copy, fax, mail, be a team player.

*Degree in Finance or Business
*Organization of client financial statements, preparing presentations
*2 to 3 years of experience in the Financial, Investment or Louisiana Health & Life Services industry
*Knowledge of Excel, Word, Outlook & Powerpoint

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