RIA Support Coordinator
Jackson(2 months ago)
About this role
The RIA Support Coordinator provides administrative and data management support for writing agents on the RIA Support Desk, ensuring accurate client and case records and adherence to industry record standards. The role facilitates communication between internal stakeholders, external partners, and advisors and helps maintain efficient operational processes.
Required Skills
- CRM
- Data Management
- Client Records
- Compliance
- Microsoft Office
- Adobe Acrobat
- Communication
- Project Coordination
- Calendar Management
- Reporting
+1 more
Qualifications
- H.S. Diploma or equivalent (GED)
- Associate's Degree (preferred)
About Jackson
jackson.comWe are committed to helping clarify the complexity of retirement planning—for everyone. Learn more about Jackson, and how we can help reduce the confusion that complicates your plans.
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