Financial Services Professional
2 weeks ago
Pay rate - 22.50/h
- There is potential for full-time conversion depending on the attendance, performance, and available headcount.
- 8 Weeks of Training on-site and hybrid schedule of 3 days WFH and 2 days on-site after training
Job Summary: You will be responsible for supporting the Retirement Plan Services department. The majority of your role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).
Job Duties:
- Answers and responds to email inquiries regarding issues
- Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
- Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
- Interprets rules and regulations by applying retirement plan knowledge
- Conducts audits of account activity to ensure transactions meet regulatory compliance
- Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
- Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
- Communicates, researches and resolves issues with other internal departments
- Reviews daily reports of individual productivity to evaluate personal performance
Work Schedule:
You can choose either 8:30am-5:30pm or 9am-6pm
Interview Information:
Interviews will likely be conducted over Zoom.
Must Haves
- At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred.
- Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred
- Experience working in a call center environment preferred
- Strong data entry skills with a high attention to detail.
- Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
- Professional demeanor
- Ability to navigate through several different systems at once, using a dual monitors
- Proficient with Microsoft Office Suite- Excel, Outlook, Word
- Quick learner / ability to learn and apply different processes simultaneously
-
Financial Services Professional
1 month ago
St. Petersburg, Florida, United States Growth Financial Team of Greater St. Pete Full timeJob OverviewThe Growth Financial Team of Northwestern Mutual in St. Petersburg is seeking a talented Financial Services Professional to join our team. As a key member of our team, you will be responsible for educating clients on life insurance options, customizing financial plans based on individual needs, and providing exceptional customer service.Key...
-
Financial Services Professional
4 weeks ago
St. Petersburg, FL, USA, United States Raymond James Financial Incorporated Full timeJob Summary:The Advisory Mastery Program (AMP) is a comprehensive development program designed to equip trainees with the skills and knowledge necessary to succeed as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel tailored to their clients' objectives, time horizon, and risk tolerance. AMP offers a holistic approach to...
-
Financial Services Professional
1 month ago
saint petersburg, United States Revolution Technologies Full timePay rate - 22.50/hThere is potential for full-time conversion depending on the attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days WFH and 2 days on-site after training Job Summary: You will be responsible for supporting the Retirement Plan Services department. The majority of your role will involve...
-
Financial Services Professional
4 weeks ago
saint petersburg, United States Revolution Technologies Full time*** NO C2C CANDIDATES OR SUPPLIER RESUMES PERMITTED. ***Job Title: Charitable Endowment SpecialistLocation: St. Petersburg, FL **Contract: 3+ months – temporary position -- year-end volume assistanceRate: $23/hour W-2**Local candidates onlyHybrid schedule -- onsite 3x per week maximum Work schedule is 8am-5pm, Monday through FridayLaptop provided. Job...
-
Financial Services Professional
3 weeks ago
saint petersburg, United States Revolution Technologies Full time*** NO C2C CANDIDATES OR SUPPLIER RESUMES PERMITTED. ***Job Title: Charitable Endowment SpecialistLocation: St. Petersburg, FL **Contract: 3+ months – temporary position -- year-end volume assistanceRate: $23/hour W-2**Local candidates onlyHybrid schedule -- onsite 3x per week maximum Work schedule is 8am-5pm, Monday through FridayLaptop provided. Job...
-
Financial Career Professional
4 weeks ago
Saint Cloud, Minnesota, United States Prudential Financial Full timeFinancial Career OpportunitiesAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Professional. This role offers a unique opportunity to develop a career in the financial services industry and work with a team of experienced professionals to help clients achieve their financial goals.The...
-
Financial Planning Assistant
1 month ago
Saint Petersburg, United States Elevate Financial Planning and Wealth Management Full timeJob OverviewElevate Financial Planning and Wealth Management is seeking a highly organized and detail-oriented Financial Advising Assistant to join our team. This role will provide an in-depth look at the Financial Advising industry while getting the opportunity to shadow a successful mentor.Key Responsibilities:Assist financial advisors with preparing and...
-
Financial Services Professional
4 weeks ago
Saint-Brieuc, Bretagne, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner in achieving our clients' financial...
-
Financial Services Professional
1 month ago
St Petersburg, United States Revolution Technologies Full timePay rate - 22.50/hThere is potential for full-time conversion depending on the attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days WFH and 2 days on-site after training Job Summary: You will be responsible for supporting the Retirement Plan Services department. The majority of your role will involve...
-
Financial Expert
4 weeks ago
Petersburg, United States Integrity Placement Services Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to support our clients in achieving their financial goals. The ideal candidate will have a strong background in financial analysis, budgeting, and forecasting.The successful candidate will be responsible for:Consolidating and analyzing financial data to identify trends and areas for...
-
Financial Services Specialist
4 weeks ago
saint petersburg, United States Revolution Technologies Full timeJob Summary:You will be responsible for supporting the Retirement Plan Services department at Revolution Technologies. The majority of your role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates.Key Responsibilities:Process forms and perform basic transactions, such as...
-
Financial Services Professional
4 weeks ago
Saint Cloud Landings, United States New York Life Full timeNew York Life is seeking a self-motivated individual with integrity and a passion for making a positive impact on people's lives.As a Financial Services Professional, you will help clients develop a sound, long-term strategy to achieve their financial goals through our comprehensive array of financial products and services.You will identify, seek out, and...
-
Financial Services Professional
1 month ago
St Petersburg, United States Revolution Technologies Full time*** NO C2C CANDIDATES OR SUPPLIER RESUMES PERMITTED. ***Job Title: Charitable Endowment SpecialistLocation: St. Petersburg, FL **Contract: 3+ months – temporary position -- year-end volume assistanceRate: $23/hour W-2**Local candidates onlyHybrid schedule -- onsite 3x per week maximum Work schedule is 8am-5pm, Monday through FridayLaptop provided. Job...
-
Financial Advisor
3 weeks ago
Saint Robert, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do:Directly engage...
-
saint petersburg, United States Creative Financial Staffing Full timeAccountantDowntown St. Petersburg, FL Join Our Client's Team as an Accountant! Are you a detail-oriented accounting professional looking for an exciting opportunity to excel in your career? We're on the lookout for a meticulous Accountant to join our client's sports organization and play a key role in the financial operations. As a member of the team,...
-
saint petersburg, United States Creative Financial Staffing Full timeAccountantDowntown St. Petersburg, FL Join Our Client's Team as an Accountant! Are you a detail-oriented accounting professional looking for an exciting opportunity to excel in your career? We're on the lookout for a meticulous Accountant to join our client's sports organization and play a key role in the financial operations. As a member of the team,...
-
Financial Services Vice President of Sales
3 weeks ago
SAINT PETERSBURG, United States Fisher Investments Full timeCalling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will...
-
Service Professional
4 weeks ago
Saint Cloud, Minnesota, United States Cetera Financial Group Full timeAbout the RoleWe are seeking a highly skilled and dedicated Service Professional to join our team at Cetera Financial Group. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesComplete comprehensive training on Individual Retirement...
-
Financial Services Coordinator
4 weeks ago
Saint-Bauzille-de-Putois, Occitanie, United States W.A. Smith Financial Group Full timeClient Service Representative RoleWe are seeking a highly skilled and dedicated Client Service Representative to join our team at W.A. Smith Financial Group. As a key member of our team, you will be responsible for delivering exceptional customer service, ensuring accurate and timely solutions for client inquiries and needs.Key Responsibilities:Provide...
-
Insurance Professional
1 month ago
Saint Paul, Minnesota, United States Country Financial Full timeWe're seeking ambitious professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.COUNTRY Financial Insurance Agents have the opportunity to build a rewarding, financially stable career while enriching lives in the communities we serve.The CareerOur Insurance Agents take...