Executive Assistant Position Now Available In West Palm Beach!

Our client (a financial planner) in downtown West Palm Beach is looking to hire an Executive Assistant. Someone with 2-4 years experience doing the following:

• Calendar Maintenance – Setting, Confirming Appointments, Rescheduling, and daily awareness

• Phoning

o Open cases, reschedules, reviews and deliveries

o Annual Review, APB, Age Change, Birthdays- Beginning of each month, from reports

• Managing emails

o Daily client correspondence

• Input referrals and qualified suspects into CRM

• Box Management (similar to Drop Box)

o Contact summary & case notes

o Feed lists

• Underwriting

o Communicating with clients to obtain outstanding requirements

o Communication with underwriters to gain clarity around ratings and health info

• E-Filing client files

If you or someone you know is a good fit for this position, please email your resume to lindsey@sloane-staffing.com.