Listed below are career opportunities available at our office:
Our office is seeking an experienced, dependable, detail-oriented administrative professional. This employee will be responsible for a wide range of support with the primary objective of performing administrative tasks and office management duties.
Primary responsibilities will include (and may not be limited to):
Managing back office and administrative tasks.
Scheduling appointments with clients.
Maintaining client database and master calendar.
Answering phones and assisting clients with service requests.
Keeping agent licensing up to date.
Preparing client correspondence.
Managing compliance regulations and following approval processes.
Candidates must possess the following:
Strong PC skills — above-average proficiency in MS Office Suite and other common applications.
Excellent customer service and organization skills.
Strong written and verbal communication skills.
Database and PC systems maintenance skills.
Ability to multi-task and handle revolving deadlines.
Willingness to become proficient with proprietary software programs.
Patti Sherwood is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas.
Patti Sherwood is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 8000 IH 10 West, Suite 800, San Antonio,Texas 78230, (210) 342-7878. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific states referenced.
Patti Sherwood is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.