Securities Licensed Executive Benefits Coordinator

Job Summary

Securities Licensed Executive Benefits Coordinator, this contract position is remote and involves providing direct service to customer executives regarding non-qualified deferred compensation plans, including administration, operational processing, and compliance management.

Key Responsibilities

• Provide professional sales and service support to executives and representatives, including research of sensitive materials
• Administer and enhance program-level services such as Required Minimum Distributions and Tax Reporting
• Conduct training and manage departmental reporting to ensure data quality across systems

Required Qualifications

• Bachelor's degree in Business, Economics, Insurance, Personal Finance, Human Resources, or equivalent experience
• Three years of experience with Retirement Plans, Insurance, Investments, or related customer service roles
• Proficiency with office automation tools, including Word, Excel, and PowerPoint
• Demonstrated ability to communicate complex technical information effectively
• Preferred: Securities Industry Essentials (SIE) Examination, Series 6, and Series 65 licensing