Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Brokerage Assistant II, Asset Advisors, Plymouth, IN
Job
1st Source Bank
Plymouth, IN (In Person)
Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
58
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Maintaining the highest standards of customer service by developing and managing all customer service functions and programs. Account and transaction problem resolution. Maintenance of proper customer and other required files and customer service support by handling daily calls to resolve problems or inquiries in an efficient and timely manner as requested as needed. Attends client and team meetings. Maintains, acquires, and completes annual continual education on all licenses and designations, as appropriate. Regular and predictable attendance is an essential requirement of the position. Completes all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. One (1) or more years' experience or equivalent experience in a related field preferred. Good organization and time management skills to handle multiple tasks in a fast-paced environment. Ability to prioritize. Good written and verbal communication skills. Ability to work with different departments and business entities. Series 7 and 66 registrations preferred or be willing to attain. Life and Health license preferred or be willing to attain.