Financial Services Admin Position Available In Charleston, South Carolina

Financial Services Admin Double E Financial, LLC Charleston, SC Are you ready to join a dedicated team at Double E Financial, LLC in Charleston, SC? We are offering an exciting opportunity for a Financial & Insurance Services Admin to be a key player in our mission of providing top-notch services and solutions. At Double E Financial, LLC, we value doing the right thing, teamwork, attention to details and excellence. If you are passionate about ensuring smooth financial and insurance operations and supporting clients, this role is perfect for you. With a competitive salary range of $50,000 – $70,000, you’ll have the chance to grow with us and make a real impact in the financial & insurance services industry. Join us and be part of our success story!

Compensation:

$50,000 – $70,000

Responsibilities:

Prepare reports, spreadsheets, marketing materials and documents for analysis and review. Maintain accurate and up-to-date records and transactions. Assist in processing and monitoring financial & insurance transactions. Provide administrative support to the team, including scheduling meetings, completing applications, working with underwriters & financial institutions. Scanning documents and uploading into our CRM system A point of contact for ordering office supplies, scheduling service people to resolve office IT issues. Data Entry into our CRM systems and client portal. Email management Collaborate with team members to ensure compliance with financial and insurance policies and procedures.

Qualifications:

1.5+ years of experience in financial and or insurance services or related fields Proficiency in Microsoft Office applications (especially excel, outlook efficiency, and powerpoint) Strong passion for attention to details and organizational skills

Education Level:

College Degree US Work Authorization Microsoft Office Skills Enjoys learning and executing the tasks at hand Working in office environment (Charleston, SC vicinity) About Company Double E is an insurance & financial firm that is dedicated to uncovering quality solutions and strategies that best fit you or our clients needs.

Company Vision:

Building relationships beyond business.

Our Purpose:

Creating innovative insurance and financial solutions. Benefits to joining the

Double E Team:

Employee Benefit package: Health, Dental, Vision, Disability, & Life 401(k) Plan with competitive match and profit-sharing contributions Cell Phone Competitive Vacation and PTO program