Finance Assistant
tags:
creativity
• spanish
• self-motivation
How would you describe your time at Pinion Financial Services(A...?
Assisted senior financial planner with scheduling, maintaining client accounts and managing client relations
Completed paperwork to facilitate account transfers and life insurance related requests
Provided comprehensive clerical support and receptionist duties for high call volume office
Responded to inquiries from individual clients regarding health insurance options; provide support to branch health insurance agents to assist them in managing client accounts
Created proposals for prospective group health insurance clientele to assist in marketing... 
