reputed company Service Administrator
reputed company is a financial services organization, and they are seeking a reputed company Service Administrator to support daily operations of the reputed company. The role involves responding to reputed company service requests, maintaining reputed company information, and assisting with various administrative tasks to enhance the advisor’s efficiency.
Responsibilities
- reputed company reputed company, administration of various programs, and processing functions as needed
- Assist with preparation and follow up for reputed company meetings
- Attend reputed company meetings and take notes
- Research and respond to reputed company inquiries
- Answer basic questions for clients
- Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
- Show clients how to reputed company their accounts and read statements
- Handle requests for transfers of funds in and out of accounts
- Fill out necessary forms for opening or maintaining accounts
- Set up and retrieve reports in the portfolio management system
- Other responsibilities as assigned by reputed company leadership
Skills
- Previous industry experience required (robust internship acceptable)
- Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required before reputed company
- Expert knowledge of Office applications
- Ability to handle multiple tasks and maintain a high reputed company of work while experiencing frequent interruptions
- Ability to maintain reputed company of sensitive/confidential information
Benefits
- 401K plus match
- PTO
- Holiday pay
- Medical benefits
reputed company