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Consultant Assistant

Associated Pension Consultants

in Sacramento CA

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POSITION SUMMARY

To provide assistance to consultants in the maintenance and administration of existing clients in order to free up the consultant’s time for increased marketing and sales and to provide superior customer service in a professional manner in the absence of the consultant.

DUTIES AND RESPONSIBILITIES

  • Assist consultants with client contact.
  • Review Aging Reports and assist with completion and coordination of follow-up with client.
  • Assist consultants with marketing efforts, consulting issues, workflow and administration.
  • Prepare and/or request client information.
  • Initiate requests for termination calculations, plan proposals, data change forms and loan requests.
  • Assist consultant in gathering and reviewing trust and census data for completion.
  • Interact with clients via telephone calls and written correspondence as directed by consultant.
  • Assist consultants in managing client hold list.
  • On occasion/as needed, deliver/pick up client materials (valid drivers license and proof of insurance required).

KNOWLEDGE – SKILLS – ABILITIES

  • Ability to concentrate; highly organized and detail oriented individual.
  • Skilled in professional customer service techniques and Microsoft Office applications.

MINIMUM QUALIFICATIONS

  • High School Diploma or equivalent.
  • Three years administrative/professional office experience; preferably in financial, banking, insurance, or law office environments.
  • At least one year experience, highly desired, in the pension industry.
  • Must be proficient in Microsoft Word and Excel and be able to type 45 words per minute.


 

How to Apply

Please send resume and cover letter, along with your desired pay range to: hr@e-apc.com

Visit our web site.


This ad has been viewed 594 times. It expires on 9/19/2017.

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