Administrative Assistant  (Part-Time)

A financial planning firm in East Memphis has an opening for a part-time Administrative Assistant.  This is a direct hire opportunity.

Responsibilities:

  • Follow up on underwriting for insurance applications

  • Order exams for insurance

  • Follow up on rollovers for investment accounts and annuities

  • Service existing clients

  • Manage/organize electronic filing system through box/salesforce

  • Prepare partners for seminars/group presentations

  • Confirm appointments

Requirements:

  • Intermediate skills in Microsoft Word, Excel, PowerPoint, and Outlook required

  • Bachelor's degree preferred

  • Advanced computer skills

  • Exceptionally detail-oriented

  • Should be extremely organized

  • Must have great communication skills, both written and verbal

Salary: $16-17/hr, DOE

Hours: About 15 hours per week; Exact hours TBD

Candidates with resumes that do not meet the exact requirements for this position will not be contacted

To further explore this opportunity, please submit your resume to staff@brannonprofessionals.com.