About this role
Administrative Assistant at Retirement Income Source SFG. Location: Westbrook, Connecticut, United States. Role: answering calls, managing appointments, maintaining records Requirements: High school diploma,2–3 years administrative experience (financial services preferred),CRM proficiency (Redtail CRM),strong communication and organizational skills. Category: Administrative & Clerical Support Seniority: Entry Level Tools: Redtail CRM Commitment: Full Time Workplace: Onsite Languages: English