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Excel Financial Services
Mesa, Maricopa

Financing specialist
 : 
Excel Financial Services

Mesa, Maricopa

Prices

Contact this professional to discuss your project details and price.
About Excel Financial Services
Professional experience
Excel Financial Services: Retirement Plan Specialist with Microsoft Excel Skills Good afternoon, ladies and gentlemen. Today, we are pleased to introduce Excel Financial Services, a retirement plan specialist with exceptional skills in Microsoft Excel. Based in Phoenix, Arizona, Excel Financial Services is dedicated to providing comprehensive retirement planning solutions to clients. Did you know that the average salary for a Retirement Plan Specialist with Microsoft Excel skills in Phoenix, Arizona is $41,132 in 2023? This highlights the demand and importance of individuals who possess both retirement planning expertise and proficiency in Microsoft Excel. Excel Financial Services specializes in supporting Retirement Plan Advisors within HTLF Retirement Plan Services (RPS). Our dedicated Retirement Plan Support Specialist plays a crucial role in assisting the RPS team in managing day-to-day operations. With their exceptional customer service, organizational, and collaboration skills, they ensure that retirement plans are effectively administered. Our team at Excel Financial Services possesses the necessary math and analytical skills required to navigate complex retirement planning scenarios. We understand the significance of accurate calculations and data analysis when it comes to ensuring the success of retirement plans. One of our key strengths lies in our proficient use of Microsoft Excel, Word, and Outlook. These tools enable us to generate comprehensive reports, perform detailed financial analyses, and seamlessly communicate with our valued clients. By leveraging the power of technology, we are constantly enhancing our ability to provide precise and insightful retirement planning solutions. At Excel Financial Services, we believe in bridging the gap between our clients and their retirement goals. We understand that retirement planning can be overwhelming, which is why we specialize in this area to become the experts you need for a successful plan. Our expertise, combined with our commitment to excellent customer service, ensures that we provide tailor-made retirement planning solutions that align with the unique needs and aspirations of each client. If you are interested in a career with Excel Financial Services, we have a range of opportunities available. As evidenced by the 376 Advisors Excel Annuity jobs listed on Indeed.com, we are constantly looking for talented individuals to join our team. Whether it is a role as a Client Services Associate, Administrative Assistant, or Customer Service Representative, we value individuals who are dedicated to providing exceptional service and support. In conclusion, Excel Financial Services is a leading retirement planning specialist with exceptional proficiency in Microsoft Excel. With our focus on providing comprehensive retirement planning solutions, backed by advanced analytical skills and a commitment to excellent customer service, we aim to bridge the gap between our clients and their retirement goals. Join us in shaping the future of retirement planning. Thank you for your attention.

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Location

Mesa, Maricopa (85206)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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