About this role
Financial Advisor Assistant at Allstate Financial Services - Mariel Nevarez. Location: McAllen or Texas. Role: managing calendar, scheduling appointments, contacting clients Requirements: Organized, detail-oriented assistant to manage advisor calendar, confirm appointments, contact referrals, track cases in CRM, and provide bilingual (English-Spanish) client support. Insurance/financial experience is a plus. Category: Administrative & Clerical Support Seniority: Entry Level Tools: CRM, scheduling systems Commitment: Full Time Workplace: Onsite Languages: English, Spanish