FINRA Licensed Administrative Associate
A company is looking for a Sr. Administrative Associate to perform diverse administrative duties in a remote setting.
Key Responsibilities
- Process new business applications and forms for accuracy and completion
- Provide updates and reports to Financial Professionals and Field Manager on business requirements
- Build relationships with Home Office and third-party administrators to manage underwriting and securities issues
Required Qualifications
- High School Diploma or equivalent required
- 3-5 years of experience in insurance/securities or relevant fields required
- FINRA Series 6 or Series 7 license preferred
- Proficiency in Microsoft Office Suite and Outlook required
- Ability to interact effectively with field staff and financial professionals