Brokerage Assistant II, Asset Advisors, Plymouth, IN

POSITION SUMMARY
Assists Financial Consultants with administrative and customer service support requests within the division/region.

ESSENTIAL REQUIREMENTS

Assists Financial Consultants in the following:

• Maintaining the highest standards of customer service by developing and managing all customer service functions and programs.

• Account and transaction problem resolution.

• Maintenance of proper customer and other required files and customer service support by handling daily calls to resolve problems or inquiries in an efficient and timely manner as requested as needed.
• Attends client and team meetings.
• Maintains, acquires, and completes annual continual education on all licenses and designations, as appropriate.
• Regular and predictable attendance is an essential requirement of the position.
• Completes all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

• One (1) or more years' experience or equivalent experience in a related field preferred.
• Good organization and time management skills to handle multiple tasks in a fast-paced environment.
• Ability to prioritize.
• Good written and verbal communication skills.
• Ability to work with different departments and business entities.
• Series 7 and 66 registrations preferred or be willing to attain.
• Life and Health license preferred or be willing to attain.

EDUCATION
Bachelor's Degree preferred.

TRAVEL REQUIREMENTS
Ability to travel to all branch locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office laptop, fax, phone and standard office equipment.