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About the Role

This role provides administrative support to Financial Consultants (FCs), assisting with client appointments, service inquiries, transaction processing, and financial reporting. The specialist will also help coach and mentor bankers.

Responsibilities

• Identify, research, analyze, and resolve customer account issues.
• Support Financial Consultants in executing the “Work the Book” strategy, including preparing for and scheduling client appointments.
• Perform various administrative tasks such as preparing financial reports, communicating with retail branch teams, and managing FC calendars.
• Train and support bankers on investment systems and referral processes.
• Create and distribute newsletters, presentations, and other materials to educate teams on products and sales strategies.
• Maintain up-to-date knowledge of products, services, departmental systems, and technology.

Requirements

• High School Diploma or equivalent.
• Minimum 1+ years of experience as an administrative assistant or in a comparable investment & insurance industry position.
• Possession of Life, Health, and Accident license is preferred (obtain within 6 months of hire if not held).
• Possession of Variable Annuity license is preferred (obtain within 12 months of hire if not held).
• Possession of Series 7 license is preferred (obtain within 12 months of hire if not held).
• Possession of Series 63 or Series 66 license is preferred (obtain within 90 days of passing Series 7).
• Proven customer service skills and ability to resolve problems.
• Exceptional operational skills and a service-oriented attitude.
• Ability to work well in a team environment and follow company policies.
• Strong written and verbal communication skills, including phone skills.
• Strong organizational and prioritizing skills with attention to detail.
• Excellent listening skills.
• Demonstrated success communicating with various levels within an organization.
• Ability to maintain confidentiality with tact and diplomacy.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong ability to build and maintain effective relationships with stakeholders.
• Ability to build trusted client relationships by identifying needs and delivering tailored solutions.
• Ability to foster a positive work culture and productive work environment.

Skills

• Customer service
• Problem-solving
• Communication (written and verbal)
• Organizational skills
• Prioritization
• Attention to detail
• Listening
• Confidentiality
• Tact
• Diplomacy
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Relationship building
• Collaboration
• Client relationship management

Location

• Bellerose, NY 11426

Work Type

• Full-time

Experience Level

• 1+ Years

Education Level

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent

Salary/Compensations

• $17.00 - $26.02

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Comprehensive leave program

About the Company

• Flagstar is an Equal Opportunity Employer.
• We are committed to providing clear and accurate compensation information in accordance with applicable laws.
• Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law.
• Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.

Equal Opportunity

• Flagstar is an Equal Opportunity Employer.