Now Hiring - Financial Advisor Sales Assistant in Rochester, MI

About us

CPR Investments is a small business in Rochester, MI. We are innovative, challenging, fun and our goal is to help retirees by managing their investments, creating financial plans and assisting with taxes and estate planning.

Our work environment includes:

• Modern office setting
• Work-from-home days
• Growth opportunities
• Relaxed atmosphere
• Safe work environment
• On-the-job training
• Company perks
• Flexible working hours
• Lively atmosphere

Financial Advisor Sales Assistant

Investment, insurance, and financial planning company looking for a full-time, experienced sales assistant to help us contact and attract new clients while servicing and selling to existing clients.

We need you to help our clients by:

• Helping clients complete and return paperwork back to us.
• Scanning, filing, and organizing paperwork
• Responding to phone calls and emails in a timely manner.
• Making outbound phone calls to existing clients and interested prospects
• Taking notes from each client interaction and organizing them for future reference
• Maintaining client and prospect contact lists
• Schedule face-to-face, telephone and Zoom appointments
• Help set up, check in, and tear down local lunch and dinner seminars.
• Basic office responsibilities: Order office supplies, lift and open boxes, sort mail, etc.
• Help us continuously improve our systems to make them more efficient and easy to use

Requirements:

• 3+ years *proven* admin or assistant experience or in a related area
• Work 2-3 hours some Saturdays and/or evenings assisting with with dinner seminars and/or making phone calls
• High school diploma or equivalent; associate degree or better is a plus
• Basic knowledge of Microsoft Excel spreadsheets
• Type 40 wpm or greater, tested.
• Excellent legible handwriting
• Excellent communication skills, including the ability to organize thoughts and speak succinctly
• Attention to detail, strong organizational and planning skills.
• Self-starter; motivated individual
• Comfortable with office work, including using a variety of software systems
• Excellent time management skills and ability to prioritize work
• References from previous employer(s)
• Handle multiple projects
• Handle sensitive information in a confidential manner
• This is not a remote position, but there are times when you will work offsite or may be able to work from home.

Job Type: Full-time

Pay: $42,000.00 - $52,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Rochester, MI 48307: Reliably commute or planning to relocate before starting work (Required)

Experience:

• administrative or office: 3 years (Required)

Work Location: Hybrid remote in Rochester, MI 48307