LSG Financial Services announces a staff opening
for a part-time Financial Services Coordinator
in Bloomfield Hills.
Provide administrative support to the Operations
Manager, Financial Consultants and Principals.
Two to three years related work
experience in the financial services
Experience with eMoney, and
Financial Connection preferred.
Excellent written and verbal
communication skills and problem solving
skills. Exceptional organization and
multi-task skills, accuracy and attention to
detail. Work efficiently and in a proactive
manner. Interpersonal skills sufficient to
work with public and staff.
approach in working with a variety of
people. Ability to work within a team as
well as independently with little
Intermediate proficiency using
Microsoft Office including Outlook, Word,
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Coordinate with vendors to have 401(k) enrollment kits sent to plan
sponsors. Prepare sign-up sheets and
announcement flyers for enrollments. Coordinate
with TPA to obtain distribution paperwork for
Coordinate financial planning appointments with clients. Prepare
account reviews for client meetings.
Service client accounts such as name and beneficiary changes, and
Process new business applications submitted by Financial Consultant
Input information in database, daily
blotter, and electronic files. Send file to
broker for compliance approval and mail
paperwork to appropriate vendors.
Prepare new account paperwork and process vendor appointment
paperwork for assigned members of the Financial
Follow-up on transfer requests sent to vendors.
Load clients into eMoney financial software and link investment
accounts. Create client login and password, and
teach client how to access and use software for
Mail annuity contracts to clients.
Run life insurance quotes.
Pull applications for consultant and
follow up on status of business.
Open and distribute incoming mail.
Maintain confidentiality of all information related to clients,
customers, employees and carriers.
Please send resumes to:
Melissa Morof, Senior Human Resources Specialist
2369 Franklin Road
Bloomfield Hills, MI 48302