CASY-MSCCN Jobs

Job Description

We're looking for a candidate with experience as an administrative assistant, and we welcome candidates with securities licenses or who are interested in obtaining securities licenses, which would expand this role. Compensation will be commensurate with experience, ability, and the potential growth impact to the overall business. This position could expand into a managerial position of other administrative assistants.

* Answer and direct phone calls

* Coordinate internal and external meetings

* Write and distribute email, correspondence memos, letters, faxes and forms

* Assist in the preparation of reports and client meeting materials

* Learn and utilize our digital business software tools

* Order office supplies and distribute mail internally

* Manage client database and lists

* Provide general support to visitors and act as the point of contact for visitors

* Handle Service paperwork and the preparation of new business applications

* Support business tracking efforts

* General marketing support using LinkedIn and various technologies

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

* Bachelor's degree

* 3 years+ of administrative experience

* Financial industry experience

* Competent with Microsoft Office (Excel, PowerPoint, Word, etc.)

* Competent with Salesforce * Knowledge of investment and insurance business

* eMoney experience

* Financial Services (financial planning experience) null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.