Executive Assistant to Financial Planner
Long Financial Services - Boca Raton, FL

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5 year minimum experience in working within the Insurance and Annuity field as an assistant/office manager. Responsibilities will include, processing client applications, account summaries, communicating with clients, ie. customer service, answering phones, filing, etc. Will be in an office with one other executive assistant. Financial Advisor has been in business for over 24 years. Office is located in Boca Raton, Florida

Indeed - 2 years ago - save job