What are the responsibilities and job description for the Administrative Support Professional position at Lincoln Investment?
Required Skills and Qualifications
- Ability to develop strong client relationships.
- Excellent oral and written communication skills.
- Problem solver and critical thinker.
- Ability to anticipate client and advisor needs.
- Capable of working under deadlines.
- Ability to do research to answer questions.
Software Used: Redtail and Salesforce (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel, and Word, eMoney and Money Guide Pro Financial Planning software
