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:
Annuity/Insurance Support:
Client Account Management:
Qualifications:
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!
Please take a moment to verify your personal information and resume are up-to-date before you apply.