Financial Services Administration Support
Financial Services Administration Support
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Are you ready to take the next step to build a career in retirement planning Are you looking for challenging work in a professional and friendly in office work environment read on.
In this role you will support all aspects of a growing 401(k) business from client service to marketing materials for the sales team.
Description of role:
Success in this role can lead to a fulfilling career within the finance industry!
Qualifications:
- Organizational skills
- Computer skills
- Superior customer service skills
- Experience in a PC based workflow system a plus
- Demonstrated ability to prioritize and solve problems
- Ability to work independently and as a team player
- Experience providing positive customer service to internal and external business partners
- One or more years of experience in a brokerage financial planning or life insurance environment preferred
Required Experience:
Senior IC
Employment Type
Full-Time
