Overview

Operations Coordinator Jobs in Houston, TX at AVI-SPL

Established financial advisor in Madison Alabama seeks professional , detail oriented people person and team player. Working closely with and supporting producers you will; complete, process and follow-up on all new business, prepare client snapshots for reviews, schedule appointments with new and existing clients, confirm appointments, answering incoming calls of clients to handle their service needs, greet the clients and various administrative responsibilities.

Candidates must be computer literate (Word, Excel) be capable of multi-tasking, with a positive, kind attitude to do whatever it takes to get the job done.

Ideal candidate has industry knowledge; annuities, insurance and investments.

Job Type: Full-time

Pay: $35,000.00 – $42,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Administrative: 1 year (Required)

Ability to Commute:

Madison, AL 35758 (Required)

Ability to Relocate:

Madison, AL 35758: Relocate before starting work (Required)

Work Location: In person

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Title: Operations Coordinator

Company: AVI-SPL

Location: Houston, TX

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