Financial and Insurance Broker Assistant
Rancho Santa Fe, CA

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PT Assistant to financial planner/insurance broker. Must be self-motivated, responsible and organized. Must be proficient on the computer. Skills needed:
Word processing, graphics skills a plus, Excel, database management, telemarketing, filing and scanning, bookkeeping, etc. Will train to do proposals, handle client service work.
Eventually needs to get a life and disability insurance license and a Series 7 and Series 63 securities license. $13/hr to start.

Payroll Accounting Staffing - 20 months ago - save job - block