Jackson

RIA Support Coordinator

Nashville, TN

Sponsorship not specifiedDetected 30 days ago

CRMExcelHRISCustomer SupportCommunicationProblem SolvingMicrosoft Office

About the role

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Jackson is proud to be an equal opportunity workplace.
The Company is committed to a policy of equal opportunity.

H.S. Diploma or equivalent (GED) required.
Associate's Degree preferred.
2+ years of experience in an administrative role preferred.
Experience with CRM platforms preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation.
Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds.
Works with the Sr.
Provides periodic reports and communications regarding required deadlines and outstanding items.
Strong verbal and written communication skills.
Strong organization, project coordination, and problem-solving skills with an ability to coordinate multiple projects simultaneously.
Strong interpersonal, relationship management, and customer service skills.

gion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not r

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