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Financial Service Assistant

Ridgeland, MS 39157

Posted: 01/28/2025 Industry: Any Great Industry Pay Rate: $50,000-$70,000 DOE

Job Description

The Financial Service Assistant is responsible for managing a wide variety of functions related to our four custodians. This role requires a high level of attention to detail and strong organizational skills to ensure the seamless operation of account management, service requests, compliance, and client onboarding.

Key Responsibilities:

  • Follow up on E-Signature approvals and ensure the execution of Advisory Agreements.
  • Maintain accurate records of account openings and updates.
  • Manage money movement, tax reporting information, and RMD calculations as needed.
  • Provide online assistance and support to clients.
  • Assist in the processing of 401(k) rollovers, including follow-up on rollover deposits.
  • Monitor and process daily alerts and notifications from all custodians.
  • Stay informed on custodial system updates and deadlines through email notifications.
  • Process check deposits, confirm deposit postings to accounts, and maintain the deposit ledger.
  • Record information for closed accounts and ensure proper filing.
  • Maintain deposit records and manage secure messaging.
  • Provide assistance with special projects as needed, ensuring timely and accurate completion.

Annuity/Insurance Support:

  • Input applications and follow up on additional information requests.
  • Manage the approval process and mail out policies upon receipt.
  • Post policy summaries to the CRM system (Red Tail).

Client Account Management:

  • Review client accounts regularly to assess liquidity needs.
  • Perform final Quality Assurance checks during client and account onboarding.
  • Provide complex client customer service management.

Qualifications:

  • Strong organizational skills and attention to detail.
  • Ability to manage multiple tasks and prioritize effectively.
  • Familiarity with custodial systems and processes.
  • Excellent communication and follow-up skills.
  • Experience with financial services, specifically in account management and client services, is preferred.

Meet Your Recruiter

Kelly Webb Collum
Director of Recruiting & Operations

Meet Kelly Collum, our seasoned Professional Recruiter at Staffers since January 2000. However, she has been in the industry over 32 years alongside our President, Beth Henry. Kelly thrives on making a meaningful impact on people's lives. When not matching talent with opportunity, Kelly enjoys Spinning and has been a Reformer Pilates instructor for 27 years. In her downtime, she cherishes moments with her husband, adult children, and adorable first granddaughter. Kelly's favorite escapes? The beach and tropical islands, where relaxation meets adventure. At Staffers, Kelly finds immense reward in helping individuals secure a better future—it's truly life-changing! 

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About Ridgeland, MS

Explore exciting job opportunities around Ridgeland, Mississippi! Nestled in the heart of the Magnolia State, Ridgeland boasts a perfect blend of Southern charm and vibrant growth potential. With its proximity to the picturesque Natchez Trace Parkway, the eclectic Fondren district in nearby Jackson, and delicious Southern cuisine like fried catfish and sweet tea, Ridgeland offers a unique lifestyle for job seekers. From the Mississippi Craft Center showcasing local artisans to the Renaissance at Colony Park for upscale shopping, this area is bursting with opportunities for personal and professional growth. Don't miss the chance to be a part of this enchanting community; start your job search today!