Financial Services Administration Support

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