Americo Financial Life and Annuity · 1 week ago
MUTUAL FUND ASSISTANT
Kansas City, MO
Full-time
Onsite
New Grad, Entry LevelAmerico Financial Life and Annuity is seeking a Mutual Fund Assistant to support their N.I.S. Financial Services team. The role involves providing excellent customer service, data entry, and assisting with various administrative tasks related to mutual funds.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
Responsibilities
Provide excellent service to customers and Registered Representative Service
Review, enter data into AS400, copy and image new applications
Correspondence letters to agents and clients
Review and forwarding of additional purchases to a variety of mutual fund companies
Send data entry and forwarding of address changes to a variety of mutual fund companies
Complete monthly blotter updates
Adding or detaching of policies to new and existing mutual funds
Opening and distribution of mail to employees and departments
Assisting with monthly, quarterly and annual projects
Filing and imaging of correspondence
Qualification
Required
Strong written and oral communication skills
Strong organizational skills
Must be able to learn and adapt to new procedures and technology
Must be able to effectively prioritize workflow
High school diploma or equivalent
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
Founded in 1946
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Fallon
Senior Vice President and Chief Financial Officer
Renee Platz
Executive Assistant-CIO/Sr VP-Investments
Recent News
Company data provided by crunchbase