Spherion Staffing has a part time position available for a Financial Planning Assistant in Sioux Falls. The Financial Planning Assistant is responsible for providing client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as organizing client files, answering phones, scheduling appointments and performing other business management tasks as needed.
...
Schedule: Part-time, 15-20 hours per week (3-4 hours/day); flexible on schedule as long as within regular business hours
Pay $20-25/hour DOE
Responsibilities:
See above
Working hours: Various Shifts Available
Skills:
See below
Education:
High School
Experience:
1-4 years
Qualifications:
-Minimum of 3 years of industry experience (eg, financial planning, life insurance, long-term care insurance, mutual funds, annuities, retirement planning)
-Organizational and computer / typing skills
-Must be hard-working, self-motivated, and an overall positive attitude
-Excellent writing and verbal communication skills
-Analytical and detail oriented
-Excellent interpersonal communication and problem-solving skills
-Effective and efficient time management
-Ability to prioritize multiple assignments and responsibilities efficiently
To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Kelsi Shelly at 605-335-6010
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).