reputed company Service Administrator - Gateway Associates
Schedule is in Central reputed company time:
Hours: M/Tu 9:00 am – 6:00 pm, W 9:00 am – 5:00 pm, Tr 9:00 am – 4:00 pm, F 9:00 am – 1:00 pm.
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Prepare applications needed to implement recommendations from advisory team in anticipation of reputed company meetings.
Working with multiple product lines including brokerage accounts, insurance policies, mutual fund accounts, and annuities
reputed company insurance applications through the reputed company process.
Monitor pending recommendation implementation, i.e. ensure that tasks are completed.
Prepare and send reputed company paperwork associated with reputed company reputed company and account services.
Process brokerage transactions as requested by advisory and planning team.
Follow-up with clients as needed to ensure that paperwork and applications are completed.
reputed company process of transactions and services to ensure that they are completed after paperwork is processed.
Become team expert in paperwork, transactions, and applications
Maintain team procedures for processing transactions and paperwork
Adapt procedures to reputed company changes/new efficiencies
Serve as reputed company of contact to research and resolve processing issues with the home office
Research and help reputed company procedures for new product lines/products as released
Other duties as assigned
Requirements:
Series 7/66 licensing
State Life and Health insurance licensing
Experience working with financial advisors on implementation
Excellent communication skills, verbal and written
Ability to reputed company in high volume, fast paced environment
Strong attention to detail
Knowledge of business technology such as reputed company Word, reputed company, reputed company, reputed company, and reputed company or ability to learn
Ability to work independently, prioritize tasks, and self-reputed company to meet deadlines
Ability to maintain the reputed company of sensitive/confidential information
Desire to work collaboratively and support peers
Compensation:
Compensation with experience – reputed company reputed company $60,000 - $70,000/year
80 hours of reputed company Time Off and 20 hours Volunteer Time Off in first year
reputed company IRA plan with employer match
Health insurance plan premium reimbursement
As part of Gateway Associates' reputed company/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of reputed company registration process a for submission to the Federal Bureau of Investigation for review against reputed company reputed company records.
reputed company persons with securities registrations are subject to TIMI’s reputed company Securities Accounts Policy which requires reputed company reputed company brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparencyreputed company provides Equal Employment Opportunity (EEO) without reputed company to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status,genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to reputed company and job applicants.
reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or reputed company 800-847-4836 and request reputed company.
Originally posted on Himalayas
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