Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.
Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you!
Responsibilities:
- Support the issue and processing of our line of fixed annuity products
- Support of daily workflow systems
- Assist / prepare various reports and presentations as needed
- Data entry
- Recommend and implement process changes to improve services
- Test new technology enhancements into infrastructure to ensuring all business and regulatory objectives are satisfied
- Office support services for New Business Organization and Agent support
- Receive, direct and relay internal and external communications
- Maintain the operations scanning/filing system
Desired Skills and Experience:
- 2+ years' experience in an investment environment, 2-5 years administrative experience. One of: Series 6, 7, 63, 65, 66 OR Life and Health Licenses strongly desired.
- Excellent client service, quality, teamwork.
- Typing and 10 key proficiency.
- Detail oriented with high level of accuracy, follow up, and follow through
- Superior interpersonal, written and oral communications skills with the ability to interact with all levels within the organization and external partners.
- Posseses initiative, sound judgment, proactive, and professional demeanor. organized with strong coordinating, multi-tasking and problem-solving skills
- Proficient computer skills, including MS Office and Windows environment.
- Experience with workflow systems, Salesforce a plus
All applicants are required to take a PI Survey and are subject to a background check prior to hire.