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.  In addition to client service and working with members of the team, this position will also facilitate new Insurance underwriting including but not limited to Life, Disability, Annuity and Long-Term Care Insurance.  This is more of a hybrid than solely focusing on new insurance underwriting. Independent judgment is required to plan, prioritize, and organize a 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 knowledge and experience in the areas of  insurance underwriting and or 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/ 30/ hrs a week/$25-/hr

Tagged as: administrative assistant, financial services, insurance, investments, underwriting

About

ArisGarde provides comprehensive financial, investment management and insurance planning for high net worth families, professionals and business owenrs. The firm focuses on the challenges faced by many of its clients. These are generally centered around time, coordination, and continuity. By addressing these challenges our clients are best positioned to Win the Game of Life.
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We seek to remove these barriers and create plans specific to client goals as an independent planning and advisory firm.

​ArisGarde is a proud industry expert and believes that collaboration is key to the success of any plan.

We strive to be the best firm available for our clients by taking a creative approach and leveraging our experience to help solve problems.

Qualifications

Minimum AA Degree ; Pref BA Degree Residing in South Carolina is a ++ ( not a requirement ) CRM Experience