Live opening · Posted 7 days ago
The key details from the original listing.
Live timing from JobBeeper.
Description supplied by the original job listing.
Client Service & Administrative Associate – Financial Services
Mebane Financial Services is growing, and we're looking for an experienced administrative professional to join our team. This role will support our Financial Advisors and clients with day-to-day service, account administration, paperwork, insurance processing and office operations.
We're looking for someone who:
• Has experience in financial services, investments and/or insurance. Current securities and/or insurance licensing is a plus
• Is highly organized and detail-oriented
• Provides exceptional client service
• Communicates professionally and follows through
• Is comfortable working with financial institutions, insurance carriers and client account paperwork
• Enjoys being part of a collaborative, client-focused team
If you're dependable, proactive and enjoy helping both clients, advisors and the team succeed, we'd love to meet you.
Interested? Apply through LinkedIn or send us a message to learn more.
Work arrangement
Yes
Recently tracked roles with full details and direct application links.