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Jackson · 1 month ago

RIA Support Coordinator

Nashville, TN

Full-time

Onsite

Entry Level

2+ years exp

Jackson National Life Insurance is seeking an RIA Support Coordinator to provide comprehensive administrative and data management support for writing agents on the RIA Support Desk team. The role involves maintaining accurate client records, managing CRM updates, and facilitating communication among stakeholders to ensure smooth operational processes.

Financial Services

Responsibilities

Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management

Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation

Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards

Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds

Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools

Provides periodic reports and communications regarding required deadlines and outstanding items

Establishes, maintains, and updates files and records to ensure data integrity and accessibility

Performs other duties and/or projects as assigned

Qualification

CRM managementMicrosoft Office proficiencyAdobe Acrobat proficiencyCompliance knowledgeProject coordinationCustomer service skillsCommunication skills