Summary
This part-time role is scheduled for 29 hours per week. The position includes training to support the servicing of IRA and non-IRA annuities, as well as learning the processes involved in servicing mortgage loans. Responsibilities also include becoming familiar with answering incoming phone calls and occasionally providing coverage for the receptionist’s desk.
Reports to: Chief Financial Officer
Qualifications
• Strong people skills and a commitment to excellent customer service
• Ability to work effectively as part of a team and collaborate with others
• Self-motivated, dependable, and takes pride in delivering high quality work
• Exceptional attention to detail, with the ability to ensure compliance with state and federal regulations
• Excellent oral and written communication skills, with a strong aptitude for mathematics
• Highly organized, able to prioritize tasks, and consistently meet deadlines
• Skilled in proofreading and ensuring documents are properly formatted
• Ability to read, analyze, and interpret complex documents
Education, Experience, Knowledge
• High school diploma required; college degree preferred
• Proficiency in Microsoft 365 applications, including Word, Excel, and Outlook
• Ability to use 10-key by touch; familiarity with copiers, scanners, and general office equipment
• Accounting experience or knowledge preferred
• Five or more years of accounting experience strongly preferred; familiarity with annuities and basic insurance concepts is a plus
• Willingness to attend IRA administrative training seminars and insurance related training
Physical Requirements
• Ability to stand for short periods
• Ability to sit for extended periods throughout the workday
• Manual dexterity to process documents and perform clerical tasks
• Occasional reaching with hands and arms
• Clear verbal communication and active listening skills for assisting members and coworkers
• Ability to sit, stand, and walk as needed during the shift
• Occasional lifting of 10 to 25 pounds, with assistance as needed
This above job description is representative of the duties and responsibilities of the position but may not be inclusive of every aspect of the position.