Job Details

Part-Time Secretary needed for a Financial Planning Office in San Luis Obispo

Applicant must be Friendly, Honest, Reliable, Helpful. Pays attention to details, able to work independently and with others.

Must be able to pass a federal back ground check.

Must have general ability to use a computer, Excel, Word, and has knowledge on how to navigate the internet. Must have problem solving skills.

Duties include: Answering phones, making appointments for clients. Ordering medical exams for clients for insurance underwriting. Submitting client`s insurance applications to the various companies. Following through on the applications. Opening mail and handling anything that needs attention. 

File & scan client`s applications to the online programs. 

This company offers the possibility of advancement for the right person.