Part-Time Administrative Assistant
Experience in Financial Services Industry.
Basic knowledge of investments is preferred.
Highly organized with attention to detail.
Excellent computer skills - familiar with Microsoft Office.
FINRA Series 6 or 7 registration is a plus, but not required.
Business processing and case follow up.
Preparation of client reviews.
Strong Client service.
CRM System Input/Updating.
Competitive compensation structure with bonus, retirement plan and company match. Very flexible hours/schedule up to 20 hours per week. Beacon Financial Partners is an equal opportunity employer.
Send resume and salary requirements to . No drop-ins.
25825 Science Park Drive, #110 Cleveland, OH 44122
Tel: (216) 910-1850
Fax: (216) 910-1899