Administrative Assistant

Website themoneyscript Money Script Wealth Management, LLC

Our mission is to increase financial literacy, we

The ideal candidate will exhibit high standards, excellent communication skills, and have the ability to take initiative, and prioritize daily tasks.

 

Responsibilities

  • Manage client calendar
  • Respond to requests for consultations
  • Effectively communicate with clients in order to deliver a high-quality sales and service experience
  • Manage sales communication with clients and team
  • Client account maintenance forms/data entry
  • Maintain neat and organized digital client files.
  • Build & manage email sorting. Reduce junk mail
  • Track and manage all employee insurance licensing and continuing education

 

Qualifications

  • Strong interpersonal, customer service, and communication skills
  • Ability to multitask
  • Proficient in Google Suite (Sheets, Docs)
  • Coachable with a desire to grow
  • Self-disciplined
  • Takes initiative to implement and create efficient systems
  • Customer Service, Administrative Asst.,and/or Sales experience a must

 

This role is for someone who is results-driven because regardless of everything above, we’re here to make a difference. MSWM is all about putting the customer’s needs first, teamwork, leadership, financial literacy, personal development, and growth!

Learn more about our brand:

www.moneyscriptwealth.com

IG @themoneyscript

FB @themoneyscriptllc

To apply for this job email your details to alicia@moneyscriptwealth.com


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