Securities Insurance Assistant

Workway

Only considering candidates who are eligible to work in the USA ⚠️

Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.

We are looking for a Securities Insurance Assistant (Part-Time Remote) responsible for the specific duties listed below.

Your specific duties will include:

  • Preparing for client meetings and product applications and submitting to various vendors.
  • Tracking business until it is issued and paid.
  • Paperless office, manage cloud-based database (Redtail Technology).

Specific qualifications for the position include:

  • 2-5 years of Financial Services Industry experience (Securities and Life Insurance) is required.
  • Stays organized and assists advisor in daily meetings to plan for the day and stay on track.
  • Computer savvy, especially with Microsoft Excel, online database management, email and calendar management using Microsoft Outlook, and Adobe Acrobat.
  • Comfortable speaking on the phone with clients and vendors.

Compensation may vary outside of this range depending on a number of factors, including a candidates qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit . To receive state and federal compliance posters, e-mailor call 972.514.1515.

Desirable Skills and Experience

  • Financial Services
  • Organization
  • Database Management
  • Communication

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