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Administrative Assistant and Client Services

Dluzak & Associates INC
Merrillville, IN
  • Posted: over a month ago
  • $50,000 to $65,000 Yearly
  • Full-Time
  • Benefits: 401k,
Job Description

Administrative Assistant and Client Services

DA Inc is a well established Retirement Planning services firm. This position offers a career path as part of a successful and established team.

Job Responsibility: Build and nurture personal relationships with our existing and new clients. Team goal= ensure that our clients receive an exceptional WOW client experience with our firm. Assist other team members with all client service operations.

1.Current computer software skills required. Proficient with all Microsoft programs. Willingness and quick learner to learn our CRM and other Financial Planning software programs.

2.Must like talking with people on the phone and in person. Responsible for incoming and outgoing client contact.

3.Good organizational skills. Ability to multi task and prioritize responsibilities. Ability to work independently.

4.Desire to learn Retirement and Investment planning business as a career path.

5.College degree a plus. Business experience a plus.

Competitive salary with bonus and profit sharing 401K plan. Salary commensurate with experience and skill level.

 

Dluzak & Associates INC

Address

285 W 80th Place

Merrillville, IN
USA

Industry

Business

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