Misty 32956
Insurance and Retirement Planning  Perham Minnesota Misty is Offline 0 | 725
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Position Summary

The Administrative Assistant provides administrative, customer service and operations support to all areas of Northern Plains Insurance & Financial. This role is responsible for initiatives in addition to administrative support for the CEO.

Duties and Responsibilities include, but not limited to:

Administrative

&bull Answer calls greet clients and respond to client requests with professionalism and care.

&bull Processing applications and be integral in servicing client accounts.

&bull Update client and case information.

&bull Process investment and insurance applications and ongoing service requests.

Critical Skills Sought

&bull Confidentiality: maintain all information related to customer accounts in strictest confidence.

&bull Strong computer skills and applications of various programs

&bull Collaborative personality work as a teammate in order to further the entire organization.

&bull Strong desire and ability to grasp and learn specific systems in financial planning arena.

&bull Ability to prioritize assignments, adapt to changes in daily tasks when necessary and the ability to work under pressure.

&bull High level of detail .

&bull Good understanding of the Financial industry.

&bull Capable of being able to receive feedback in order to grow professionally.

Qualifications

&bull High school diploma or equivalent, plus 1-2 years administrative or reception experience required.

&bull Knowledge of financial services, annuity and life products strongly preferred.

&bull Must be proficient in Microsoft Office including Word, Excel and PowerPoint.

&bull Opportunity to obtain licenses, such as life insurance license, along with FINRA Series 7, 63.

  • Account EMail:
  • Open: Mon, May 3rd 2021
  • Close: Wed, Jun 2nd 2021
  • Location: 1000 E. Main Street Perham, MN. 56573
  • Job ID: 3689
  • Eduction: High School

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