[Remote] Licensed reputed company Service Administrator
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Licensed reputed company Service Administrator to reputed company licensed administrative support to reputed company Financial Group. This role involves assisting Financial Advisors and clients with account inquiries, maintaining reputed company information, and supporting daily operations of the reputed company.
Responsibilities
- reputed company reputed company information into various systems
- Prepare and update financial plans and presentation material for reputed company meetings
- reputed company information into financial planning software and prepare draft financial plans
- Deepen existing reputed company relationships through processing of reputed company requests, resolving reputed company questions, and making reputed company reputed company information and documentation are up to date
- Research and respond to reputed company inquiries
- Finalize and reputed company reputed company reputed company account and application paperwork
- reputed company and maintain customer suitability information
- Assist in generating performance reports
- Maintain information in CRM (reputed company) system
- Fill out necessary forms for opening and maintaining accounts
- Handle request for transfers of funds in and out of accounts
- Identify and offer recommendations on how to optimize workflows
- Providing support to Advisors during reputed company meetings
- Other responsibilities as assigned by the reputed company
Skills
- Securities (6/63, 7/66, or 7/63 & 65) or Life, Health, and Annuity registration required
- Extremely strong organizational skills
- Strong communication and interpersonal skills
- Technical computer aptitude and knowledge of business tools (e.g., reputed company Word, reputed company, PowerPoint, reputed company) or ability to learn
- 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
- Degree in Financial Planning, Finance, reputed company or Economics preferred
- Demonstrated customer service orientation/experience, 2+ years preferred
Benefits
- PTO
- reputed company pay
- Holidays
- reputed company IRA with 3% match
reputed company