Administrative Assistant

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Retirement Planning Associates
Sherman Oaks, CA
Application Deadline: Available Year-round
Position: Part-time, Unpaid

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Description

Our purpose is to assist individuals and families to transition into a financially secure retirement. We work with all aspects of retirement planning, estate planning, employee beneifts etc.

Responsibilities

Responsibilities include application processing, appointment preparation, sales and client support, routine follow up actions and administrative office duties,

Requirements

Should be dependable and able to adhere to schedules. Knowledge of computer programs such as Microsoft Excel, Word and Access is helpful. Extensive training in the field of financial planning and investments is provided.

How To Apply

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