Licensing and Contracting Assistant

4 days ago


Topeka, Kansas, United States Advisors Excel Full time
Job Summary

We are seeking a highly organized and detail-oriented Licensing and Contracting Intern to join our team at Advisors Excel. As a key member of our Contracting Team, you will be responsible for assisting with mail, scanning documents, maintaining agent records, and obtaining signature guarantees from the bank.

Key Responsibilities
  • Assist with opening and organizing incoming mail
  • Scan all incoming mail
  • Update agent records as necessary
  • Perform other duties as assigned
Requirements
  • PC knowledge, including MS Word, Excel, and Outlook
  • Detail-oriented and focused on quality in all aspects of work
  • Strong time management and ability to handle multiple tasks in a fast-paced environment
  • Ability to work independently and as a collaborative team member
What We Offer
  • Access to an on-site cafe and gym
  • Continuous personal and professional development opportunities
  • Recognition for hard work and exemplary performance
About Us

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. We thrive on watching our advisors succeed and are committed to providing a collaborative and supportive work environment.


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