Financial & Insurance Sales Associate - (Freeland, MI)

Financial Services firm seeks a highly energized and confident Sales Assistant who will thrive in a busy environment. Applicant must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and technical skills required. Essential Duties and Responsibilities (Additional duties may be assigned): Perform general administration and support functions for the office as required Organize, coordinate, and maintain client paperwork Correspond with clients to complete new accounts, asset transfers, and other forms Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face Research and resolve client service problems for errors as needed Record all transactions on appropriate logs Set up client files and obtain necessary details Perform other duties and projects as assigned