Data Entry Specialist
3 weeks ago
Job Summary: We are seeking a highly skilled Financial Services Associate to join our team at Beacon Hill. The ideal candidate will have a strong background in administrative and data entry proficiency, as well as knowledge of IRAs, insurance products, and financial institutions.
Key Responsibilities:
- Update and track client paperwork and applications.
- Communicate with clients, insurance carriers, and financial institutions to expedite actions.
- Assist with organizing and submitting applications for insurance and retirement products.
Requirements:
- Bachelor's degree required.
- Strong administrative and data entry skills.
- Knowledge of IRAs, insurance products, and financial institutions.
About Beacon Hill: Beacon Hill is a fast-growing financial services firm dedicated to providing exceptional service to our clients. We are committed to building a team of talented professionals who share our vision and values.
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Data Entry Specialist
3 weeks ago
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Data Entry Specialist
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