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Administrative Assistant-Investments/Insurance

Select Portfolio Management, Inc. Aliso Viejo ,CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are looking for a team player and someone who excels in client servicing and processing new business in the investment and insurance business. Experience in our industry is very important. We currently use Orion, Smart Office and Wealthscape so knowledge of any of these will be extremely helpful. Applicant must be very detail oriented and good with numbers.

 

 

Company Description
Registered Investment Advisor, Broker Dealer, Insurance Agency.

Select Portfolio Management, Inc.

Registered Investment Advisor, Broker Dealer, Insurance Agency.

Address

26800 Aliso Viejo Parkway
Aliso Viejo, CA
USA