Series 6 Registered Agent

Wilmington, DE 19808

Posted: 05/21/2019 Employment Type: Non-exempt (hourly) Industry: TBD Job Number: 6519 Pay Rate: TBD Branch: Division:
Applicant will have a proficient understanding of client's variable products and administration systems. Representative will be processing fund transfers, allocation changes, automatic activity, partial withdrawals, and periodic partial withdrawals. Ideal candidate will have FINRA Series 6 (required) and FINRA Series 7 (preferred). Upon completion of training, the representative will be responsible for answering agent and client calls as part of a fast paced, dynamic, close knit team.
Primary Responsibilities:
• Transact routine financial & non financial activity on client accounts with speed and accuracy
• Process point of call financial transactions such as fund transfers, fund allocation changes, partial withdrawals and loans
• Maintain understanding of administrative and mainframe systems needed for researching and processing transactions, handling inquiries, and requirements of regulatory bodies
Required Skills & Experience:
• 1+ year of experience in customer service and/or call center environment, Financial Services, Banking, or Insurance industries preferred
• Strong technical and analytical skills, including experience running, manipulating, and interpreting reporting data
• Proficient PC skills including Word, Excel, and PowerPoint
• Bachelor's degree preferred
Shift Information:
• Full time temporary position with potential for permanent full time. Monday through Friday. Hours worked daily can be flexible.

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