Sales Support Associate

Entering financial data into various software with speed and accuracy.
Review data for errors, discrepancies, or missing information and correct as necessary.
Ensure all job flows are completed in a timely manner and deadlines are met.
Maintain the accuracy and confidentiality of all financial data.
Communicate effectively with team members and management to resolve any issues or questions that arise.
Maintain proper documentation and records of all data entry activities.
Complete New Account Applications, Transfer forms, Beneficiary change forms, RMD, Money Movement/Transfers/Rollover requests, and Money Link Account requests.

Knowledge of the insurance/financial services industry • Working knowledge of Money Guide Pro • Working knowledge of Salesforce • Profeciencent with Office 365 • Knowledge of Estate Planning, U.S. tax, and investments a plus • Orion