Retirement Income Specialist
2 weeks ago
Key Responsibilities:
- Support the Retirement Income team with day-to-day operations
- Assist with new account opening processes and procedures
- Provide exceptional customer service to clients
- Maintain accurate records and data
- Collaborate with team members to achieve goals and objectives
Requirements:
- 1+ years of experience in the Broker/Dealer/RIA industry or back office support
- Proficient in Microsoft Office Suite
- Strong professional communication skills
- Bachelor's degree or relative experience
- Exceptional attention to detail and organizational skills
Preferred Qualifications:
- Prior experience opening client investment accounts in a wealth management office
- Current or prior Series 7, 66, 63, and/or 65 registrations
- Knowledge of variable annuities
- Salesforce, Orion, and/or Raymond James BranchNet/ClientWorks experience
At Level Four Group, LLC, we are committed to providing our clients with exceptional service and support. If you are a motivated and detail-oriented individual looking to join a dynamic team, we encourage you to apply for this exciting opportunity.
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