Field Practice Solutions Specialist, LIC

Job Summary

A company is looking for a Field Practice Solutions Specialist, LIC.

Key Responsibilities

• Complete applications and service forms for various financial products, ensuring they are in good order (IGO)
• Research and resolve not-in-good-order (NIGO) issues by analyzing processes and gathering additional information
• Facilitate money movement for internal and external products while ensuring accuracy and compliance

Required Qualifications

• 2+ years of experience in the financial industry with knowledge of financial products
• Strong proficiency in navigating multiple systems
• Ability to maintain the integrity of sensitive and confidential information
• Demonstrated adaptability in a dynamic, fast-changing environment
• Flexibility to work a schedule based on business needs