Financial Services/Administrative Assistant

Northwest Financial, Inc. is a financial services firm that provides financial planning as well as investment advisory services to clients. We also work with business clients servicing their retirement plan and group health insurance needs. The company has been providing these services since 1984 and is now looking for a key employee as an administrative assistant and client services representative.

Our firm, located in Keizer, OR, seeks a professional, client service oriented candidate for full-time position. This team member will be responsible for all administrative duties, client communication and follow-up. He/she will work closely with the owner and begin taking responsibility for client contact and servicing of our financial planning clients.

Candidate must enjoy client contact, and be willing to serve client needs with high integrity and professionalism. Necessary skills will include being very well organized and attentive to detail with strong communication skills. Candidate must have intermediate to advanced knowledge of MS Office.

Northwest Financial, Inc. expects to train this key employee for their unique services and computer programs, but would expect the successful candidate to have previous financial services experience in the financial planning or investment field.

Company will pay for any investment or insurance licenses deemed necessary, once the candidate is fully trained and comfortable in this position.

Starting compensation will depend on previous experience, with the opportunity to earn substantial bonuses, sharing in the profitablity they contribute to.
REQUIREMENTS
Please refer to the Job Description to view the requirements for this job