Financial Services Administration Support

SterlingBridgeWorcester, MA
2dOnsite

About The Position

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: Come and Grow with us ~ Success in this role can lead to a fulfilling career within the finance industry!

Requirements

  • Organizational skills
  • Computer skills
  • Superior customer service skills
  • Demonstrated ability to prioritize and solve problems
  • Ability to work independently and as a team player

Nice To Haves

  • Experience in a PC based workflow system a plus
  • 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

Responsibilities

  • support all aspects of a growing 401(k) business
  • client service
  • marketing materials for the sales team
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