Senior Operations Cashiering and Advisory Specialist
Penn Mutual(18 days ago)
About this role
This senior role at Penn Mutual involves supporting cashiering and advisory operations for financial professionals, ensuring efficient service, and improving processes within a flexible work environment. The position emphasizes collaboration, customer support, and process management in a regulated financial services setting.
Required Skills
- Pershing NetX
- Advice Pay
- Envestnet
- Customer Service
- Financial Industry
- Operations Management
- Regulatory Compliance
- Financial Planning
- Series 7
- Series 99
Qualifications
- Bachelor's Degree
- FINRA SIE
- Series 99
About Penn Mutual
pennmutual.comIt’s a beautiful thing, getting stronger — knowing you’ve protected the people you care about most.
View more jobs at Penn Mutual →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Penn Mutual
Similar Jobs
Investment Consultant - Indianapolis, IN
Fidelity(20 days ago)
Financial Advisor - 717 Credit Union
LPL Financial(5 days ago)
Cashiering Platform & Operations Analyst
Compound(19 days ago)
Financial Advisor - Weir/Morris, IN
AMERICAN GENERAL LIFE INS CO(19 days ago)
Senior Compliance Manager, Advisory (Mutual Fund Dealer)
BMO US(20 days ago)
Financial Advisor - DC
AMERICAN GENERAL LIFE INS CO(15 days ago)