Coral Springs- Parkland office of Money Concepts International Financial Planning Agency, is looking for an experienced, 215 licensed office and client manager, skilled in client communication and crm organization, self starter, proficient with computer software and quoting, excel, powerpoint and office applications. Tasks to include calender and appointment management, new business case follow-thru, seminar prep, and quick books input.
Miller Financial Services, Money Concepts International Wealth Planning Agency