Be an early applicantLess than 25 applicants
Advisors Excel · 3 days ago
Annuity Operations Intern
Topeka Metropolitan Area
Internship
Onsite
Intern Level
Wonder how qualified you are to the job?
Maximize your interview chancesConsultingFinancial Services
Insider Connection @Advisors Excel
Responsibilities
Assist with opening, sorting, prepping and scanning of incoming mail
Prepping signature guarantee paperwork
Maintaining high attention to detail while accurately entering client/advisor information to create accounts
Assist with managing email requests
Handle requests within electronic work queues
Preparing paperwork to be sent to carriers at the end of each day
Other duties as assigned
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Detail oriented, focused on quality in all aspects of your work
Time management and the ability to handle multiple tasks in a fast-paced environment
Ability to work independently, but also as a collaborative team member
High school Diploma
PC knowledge including MS Word, Excel, Outlook
Preferred
Currently or previously enrolled in secondary education program
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
Founded in 2005
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity· Undisclosed
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
Company data provided by crunchbase
