TEKsystems · 16 hours ago
Sales Supervision Coordinator
Scottsdale, AZ
Contract
Hybrid
New Grad, Entry Level
$20/hr - $25/hrTEKsystems is a leading provider of business and technology services, and they are seeking a Sales Supervision Coordinator to ensure efficient workflows in sales supervision. The role involves coordinating transaction submissions, reviewing paperwork for accuracy, and providing customer service support to branch offices.
Information Technology
Responsibilities
Coordinates receipt of submissions via Support Center
Daily coordination of all transactions requiring suitability review to include, but not limited to, variable annuities, indexed-linked annuities, fixed-indexed annuities, and non-traded alternative investments
Reviews paperwork for completeness and accuracy while processing transactions submitted for review. This could include reviewing financial disclosures and performing calculations in relation to guidelines
Resolves missing documentation and reconciles misrouted documentation to the proper case or department
Responds to requests from Sales Supervision Managers, principals and other departments regarding submissions
Assigns Pre-Approval cases to principals for review and ensures that daily workload of the principals is balanced
Works with Sales Supervision principals and managers and branch offices to address and resolve deficiencies in submissions
Enter transaction data into Direct Order System
Monitors, reports, and enforces internal controls to ensure compliance with industry standards and the firm’s policies and procedures
Provides strong customer service support by taking in-bound calls and corresponding with branch offices via phone, email and Support Center
All other duties as assigned
Qualification
Required
High attention to detail, analytical mindset, and problem-solving skills
Ability to work independently and maintain high levels of quality
Ability to work and remain focused under pressure
Ability to participate and contribute in a team environment
Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), Client Central and back office functions
Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills
Investment management, Investments, wealth management, transactions and securities, financial services, brokerage operations, brokerage banking, brokerage, annuity, securities, mutual fund, ira, money movement, excel data entry
Series 7
Series 6
Series 63
Series 66
NetX360
Pershing
Preferred
SIE Certification
Series licensing (Series 6, Series 7, Series 63, Series 66)
Experience working with NetX360/Salesforce/Pershing clearing house
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Company
TEKsystems
At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,
Founded in 1994
10001+ employees
H1B Sponsorship
TEKsystems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)
Funding
Current Stage
Late StageLeadership Team
Ryan Skains
Vice President, TEKsystems Global Services
Recent News
2025-11-19
2025-10-29
Company data provided by crunchbase