CLC Financial Services · 13 hours ago
Assistant
Lumberton, NC
Full-time
Onsite
New Grad, Entry LevelCLC Financial Services Group provides a comprehensive range of insurance and security products, along with valuable financial services to meet client needs. The Assistant will support daily administrative operations, manage scheduling and correspondence, maintain records, and assist in preparing and organizing materials for workshops and client meetings.
Financial Services
Hiring Manager
Jacquelyn Taylor
Responsibilities
Support daily administrative operations
Manage scheduling and correspondence
Maintain records
Assist in preparing and organizing materials for workshops and client meetings
Interacting with clients
Providing excellent customer service
Assisting team members in efficiently completing tasks and projects
Qualification
Required
Strong administrative and organizational skills, including scheduling and document management
Excellent communication and interpersonal skills to interact professionally with clients and team members
Proficiency with software and tools for documentation, scheduling, and communication
Attention to detail and ability to manage multiple tasks effectively
Customer service experience is highly desirable
High school diploma or equivalent; additional qualifications in administration or Finance are a plus
Previous experience in the financial services or insurance industry is an advantage
Company
CLC Financial Services
CLC Financial Services Group offers a full array of insurance and security products and services.
Founded in 1976
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase