Work Setup: Onsite Employment: Full Time Position: Financial Services Application & Case Processor The client Network’s financial advisors work with families across inherited IRAs, life insurance claims, estate settlements, retirement income planning, and Medicare navigation. Behind every client
Qualifications: Degree Holder in Financial Management or related 2 years experience, knows online and face to face to handle the job Can drive is advantage, can start asap and knows digital payment, online banking and more
100% Work From Home | Available for FULL TIME | PART TIME RESPONSIBILITIES: Transcription Preparing paperwork Scheduling of consultation with clients Preparing and emailing weekly reports Updating virtual files Build ongoing task list Oversee administrative tasks