Description
The Financial Services Office Support Specialist supports Everence sales efforts by providing technical expertise, clerical and administrative assistance to financial consultants, customer service, CRM and compliance-system administration, client-file management, appointment scheduling, trade-monitoring, and correspondence. The role requires at least two years of college or specialized training, preferably financial-services or insurance experience and two years of administrative support experience, along with strong organizational, communication, problem-solving, and confidentiality skills. It is a full-time position with preference for Kansas, with Denver, Colorado, Goshen, Indiana, or remote work also considered.
