2+ years of experience in Financial Services industry or comparable experience
Positive and curious attitude with a willingness to take on difficult and complex situations
Strong organizational and critical thinking skills
Ability to work with and communicate effectively throughout the organization
Excellent verbal and written communication skills
Ability to multi-task in a fast paced environment
Time and Priority Management
Understanding of IRS rules and regulations related to Retirement Accounts (preferred)
Problem Solving and Process Improvement experience (preferred)
Securities Industry Essentials (SIE) Certification (preferred)
Bachelor’s degree; preferably in business, accounting, or finance (preferred)

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial Services experienceProblem SolvingProcess ImprovementIRS rules and regulationsRetirement Accounts

Soft Skills

Organizational skillsCritical thinkingEffective communicationMulti-taskingTime managementPriority managementPositive attitudeCuriosity

Certifications

Securities Industry Essentials (SIE) Certification