Overview
This is a part time role under general direction and supervision of the Founder & Managing Partner of Aris Garde. You are responsible for providing administrative and operational support to existing and new clients on a service level, help facilitate onboarding and ongoing support of the advisors, vendors, and clientele. Independent judgment is required to plan, prioritize, and organize your diversified workload.
Successful candidates will have the ability to quickly work through several items at once while paying attention to detail and working in a fast-paced environment. An ideal candidate has 2+ years of insurance or a financial services background.
NO other active employment with another insurance or financial advisor. (Current employment with professionals must be ceased prior to employment with Aris Garde)
1099/ 20-25/ hrs a week/ $20- $22/ hr
About
ArisGarde focuses on the challenges faced by many of its clients. These are generally centered around time, coordination, and continuity.
We seek to remove these barriers, and create solutions-driven plans specific to client goals.
ArisGarde is a proud industry expert and believes that collaboration is key to the success of any plan.
ArisGarde is a combination of the Greek word "Aris", meaning "best", and the word "Garde", meaning "progressive and cutting-edge".
We strive to be the best firm available for our clients by taking a creative approach and leveraging our experience to provide a plan that helps them reach their goals.
Qualifications
• Ability to juggle a multitude of tasks, databases, etc. • Proficient in technology - easily picks up different technological platforms. • Strong verbal and written communication skills. • Ability to keep up in a fast-paced environment. • Ability to maintain an extremely high level of confidentiality.