Pillangó Placements is a specialist recruitment agency. Founded by Managing Member Jackie Bedeker in 2000, Jackie Bedeker & Associates flourished as a small recruitment firm until 2016 when it transformed into Pillangó Placements, the boutique recruitment agency and talent acquisition firm it is today. The strength of a business lies in it's employees, the...
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Work alongside an award-winning Financial Planner, gaining valuable experience in a supportive and high-performing environment. If you are passionate about financial services and committed to excellence, this is the opportunity for you.
Key Responsibilities:
Provide general administrative support and personal assistance to the Financial Advisor.
Prepare client quotes and process policy amendments.
Manage claims and new business applications.
Update investment portfolios and conduct risk profiling.
Address premium non-payments and related inquiries.
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