Executive Investment Assistant (full-time/part-time) Job in Dublin, Ohio US
We are currently seeking a highly motivated, detail oriented Executive Investment Assistant to join our fast paced financial services company in Hilliard Ohio. Our ideal candidate will have strong administrative and computer skills, in addition to some general investment product knowledge. Friendly client communication skills are a must as you will be interfacing with clients and prospects. Candidate will be expected to work independently with flexibility of work hours, and have the ability to multi-task. Position offers a great opportunity for growth and advancement and Henehan Financial is dedicated to the growth and advancement of our employees both skill wise and financially.
Basic Duties and Responsibilities
- Supporting the Financial Representative's administrative needs
- Answering phone calls from clients and potential clients, including handling of routine inquiries
- Assisting in the development and administration of sales/marketing campaigns and programs
- Compiling and generating various sales and marketing reports
- Communicating with client and potential clients regarding a wide range of investment products and related programs
- Assisting in the development, distribution, and inventory control of sales and marketing literature and promotional items
- Assisting in resolving various service issues with clients and potential clients
- Preparing and composing correspondence to clients and potential clients
April 15, 2011
• Tags: Executive Investment Assistant (full-time, Ohio Us, part-time) Job in Dublin • Posted in: General