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.

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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.