Financial Services Administrator

  • Posted:
  • Proposals: 10
  • Remote
  • #39825
  • Awarded
Janice S.
Kathryn L.
Adele C.KKS Online Solution &.Rebecca S. + 5 others have already sent a proposal.
  • 0

Description

Experience Level: Intermediate
We are looking for an experienced financial services administrator to help with the following tasks

Submitting new Life business
Pipeline management/ New Business Tracking
Mortgage processing and chasing knowledge
Business Reporting
Existing Pension information requests
Back Office System management (1st Adviser Office, experience preferred)
Fact Find (transposing to back office systems)
Audit Trail

Ideal skills would include conscientiousness, eye for close detail, ability to work under own initiative.


New Proposal

Create an account now and send a proposal now to get this job.

Sign up

Clarification Board Ask a Question

    There are no clarification messages.