Job Description:

In this role, your primary responsibility will be to support the annuity and advisory supervision teams by performing various task-specific activities. These activities include but are not limited to: case setup, running reports, monitoring shared team Outlook mailboxes and scheduling. In addition, this role requires attention to detail, organizational skills, and ability to shift priorities based on volumes and demand.

What makes you a great fit for our team?

Work collaboratively within a team environment

Use discretion in handling confidential information

Thrive as a self-directed learner with a strong sense of ownership and accountability

Move quickly with enough due diligence to work with and around limited information

Learn and be open to feedback as part of personal learning and development

What are the must haves for this role?

High school diploma or equivalent

2-3 years of administrative, document review, and/or financial industry experience preferred

Exceptional communication organizational skills, problem solving skills, critical thinking, and data analysis skills to support the department's goals and objectives.

Strong time management abilities, balancing multiple tasks and responsibilities effectively.

Proficiency with Microsoft Outlook/word/excel, adobe, & SharePoint