What are the responsibilities and job description for the Financial Services Administration Support position at SterlingBridge?
Are you ready to take the next step to build a career in retirement planning? Are you looking for challenging work in a professional and friendly in office work environment, read on.
In this role, you will support all aspects of a growing 401(k) business, from client service to marketing materials for the sales team.
Description of role:
Success in this role can lead to a fulfilling career within the finance industry!
Qualifications:
- Organizational skills
- Computer skills
- Superior customer service skills
- Experience in a PC based workflow system a plus
- Demonstrated ability to prioritize and solve problems
- Ability to work independently and as a team player
- Experience providing positive customer service to internal and external business partners
- One or more years of experience in a brokerage, financial planning or life insurance environment preferred
