Perform a wide variety of tasks to support financial advisors and their customers, including, but not limited to, helping customers move their assets within or to Transamerica, facilitating IRA and annuity new business processes and resolving associated issues to ensure timely fulfillment, and connecting with customers and third parties to work through any service transactions.

Responsibilities

  • Monitor and distribute emails and faxes; log in record systems.
  • Prepare incoming paperwork for review or processing; open, distribute, log or scan physical mail.
  • Monitor queues for paperwork to be processed or distributed; assigns to appropriate work queues (e.g. to sales assistant for review, advisor for electronic signature, LOAs, advisory/annuity paperwork).
  • Submit distributions for processing and assign to sales assistants for follow-up.
  • Research phone numbers for advisors and agents as needed


Qualifications

  • Excellent customer service skills
  • Written and verbal communication skills
  • Attention to detail with a high degree of accuracy
  • Excellent time management skills and prioritization skills
  • Ability to meet deadlines in a high-volume work environment
  • Ability to adapt quickly to change
  • Proficiency using MS Office tools


Preferred Qualifications

  • Customer service or financial services industry experience


Working Conditions

  • Office Environment


 

Compensation

The salary for this position generally ranges between $40,000 - $50,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.