Executive Assistant Job at Barone Financial in Cary

Financial Services Professional associated with New York Life in Cary, NC, looking for a part-time assistant to help run his practice and looking for someone who wants flexibility with their schedule and might be looking to make their own hours. If it’s the correct fit potential for full-time work in the future. This position is in person in our office.

Prior insurance or investment experience is preferred, but not required. This position requires someone who is organized, has superb attention to detail, and can follow timelines to meet deadlines, and has service orientated drive to help clients and advisor meet his goals. The ideal candidate will have their North Carolina Life and Accident and Health Insurance License, or the ability to obtain one within 90 days of hire. The ideal candidate will also be required to pass a financial industry background check.

Day-to-day activities could include but are not limited to:

• Calendar management
• Assistance with scheduling client meetings
• Filing and scanning files to electronic file cabinet
• Service work for clients, assisting them in processing paperwork
• Processing applications for new life insurance and fixed investment accounts

Requirements in the first 90 days

• Background check and fingerprints
• Ability to pass life insurance license

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• No nights
• No weekends

Ability to commute/relocate:

• Cary, NC 27513: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Executive administrative support: 4 years (Required)

Experience:

• Executive administrative assistance (Preferred)

Language:

• English clearly. (Required)

Location:

• Cary, NC 27513 (Preferred)

Work Location: In person