Agency Assistant job in Dallas

Growing Dallas financial services agency is hiring an experienced office assistant to sustain continued growth. In this key position you will be responsible for: 1. processing  life, disability and long-term care policies, 2. transferring of customer assetts to trading/investment accounts, 3. developing financial plans for agency customers. To qualify you need 2-3+ years of similar experience, intermediate level skills in Excel and PowerPoint (Redtail skills are a plus), Series 7 and 66 licenses are also a plus. Agency offers good benefits package and career track to full Paraplanner position for career minded professionals.