Populate and maintain client database. Recognize and report errors and omissions on applications and suitability documents. Organize and maintain active client files. Record and report daily sales activity accurately. Interact with both agents and clients to impart product knowledge and provide general support. Act as a liaison between the insurance carriers, agents and broker dealers. Create reports using Excel. Process incoming and outgoing mail. Maintain inventory of office supplies. Attend o... more details
The Operations Specialist provides daily operational support to the staff of ABS Associates which is Apple Bank’s wealth management services group. The Specialist is responsible for reviewing non-deposit investment products for accuracy, as well as compliance with FINRA, state insurance, and BSA/AML regulations. The individual in this position works closely with our advisors/agents to ensure they have the necessary resources to complete their sales accurately and efficiently.
ESSENTIAL DUTIES & RESPONSIBILITIES
Populate and maintain client database
Recognize and report errors and omissions on applications and suitability documents.
Organize and maintain active client files.
Record and report daily sales activity accurately.
Interact with both agents and clients to impart product knowledge and provide general support.
Act as a liaison between the insurance carriers, agents and broker dealers.
Create reports using Excel.
Process incoming and outgoing mail.
Maintain inventory of office supplies.
Attend offsite training workshops and other functions related to the operations of the agency, on a periodic basis.
Perform other responsibilities as needed.
SKILLS, EDUCATION, & EXPERIENCE
High school diploma or GED required; Associate’s degree or higher preferred or equivalent work experience.
NY Life and Health Insurance License or the ability to obtain within six (6) months of employment.
1+ years of experience working in insurance, investment or retail banking.
Excellent administrative, organizational, and follow-up skills along with strong attention to detail.
Stellar customer service skills.
Must be able to work as part of a team.
Proficient in Microsoft Word and Excel.
Ability to learn new software/technology with ease.
Visa sponsorship not available.
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