Team Lead Assistant
Job Summary
Supporting Agency Team Leads in a hybrid remote environment, the contract Team Lead Assistant will manage administrative tasks related to supervisory duties, compliance requirements, and documentation tracking over a 12-month period.
Key responsibilities
- Assist Team Leads with administrative tasks to ensure completion of supervisory duties
- Follow up with agents and management to close supervisory interview deficiencies and compliance requirements
- Track and log seminar completions and signatures related to supervisory interviews
Required qualifications
- 3-5 years of experience in an office/admin setting or financial services industry
- Ability to pass a background check and become an Associated Person with FINRA
- Proficiency in Microsoft Office systems, including Outlook, Word, and Excel
- Experience with a data management system or CRM, such as Salesforce
- Detail-oriented with strong organizational skills
Complete Job Description
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