Position: Receptionist / Entry Level Client Associate
About: Founded in 2009, MDT Financial Advisors is a financial advisory firm that specializes in investment planning, disciplined investment strategies, and proactive personal service. The company’s pledge is to simplify the complex by creating customized plans to align with clients’ life goals using appropriate investments with transparent costs.
Requirements: High school diploma or equivalent required; positive attitude with exceptional client service demeanor; strong writing and communication skills; working knowledge of Word, Excel, Outlook, and Windows 10; ability to take direction and multi-task effectively; superior communication skills both written and verbal; personal initiative and motivation to succeed
Benefits: hourly wage, bonus potential, Simple Retirement Plan with matching, paid time off (PTO), paid holidays, great working environment