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Account Information Processing Specialist

2 months ago

Green Bay, Wisconsin, United States FlexStaff Careers Full time
{"title": "Account Information Processing Specialist", "description": "Job Summary

We are seeking an experienced professional to join our team as an Account Information Processing Specialist. This is a full-time, 9-12 month contract role working from home 3 days per week and onsite 2 days per week.

Key Responsibilities
  • Process paperwork for new brokerage, direct mutual funds, annuity and life business and maintenance requests according to established procedures and within established service standards.
  • Ensure all paperwork is completed in its entirety and all required forms are included.
  • Provide support to and serve as a resource for front-office colleagues specific to operational procedures, processes and guidelines.
  • Maintain an effective working relationship with all partners and customers to ensure quick resolution to transaction errors and problems.
Requirements
  • 1-3 years of financial services experience required and 3-5 years of brokerage experience preferred.
  • Bachelor's Degree in Finance, Accounting or Economics.
  • Series 7-stockbroker exam and Series 66 license preferred.

FlexStaff is an Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities.

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