Description

Robert Half is currently hiring for a Licensing Assistant to provide internal customer service and support to a team of Broker Dealers. The candidate for this position will be tracking and managing professionals licensing and registration information to ensure the team is in compliance with the regulations to sell financial products. This position is key in proving support to the team, so they can do what they do best, without worrying about compliance!

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Don't miss out on this opportunity—reach out to our team today to learn more. Erin, Christin, and Katherine are great points of contact.

Call us now at 563-359-3995!

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Day-to-Day Responsibilities Include:

-Responding to emails and answering phone calls regarding questions around status, where someone is at in the process, when is their compliance due date

-Updating and maintaining records

-Monitoring and working out of a shared que

-Pulling and reconciling reports

-Performing data entry within the database

-Entering accurate payment information into the spreadsheet

-Researching fee charges and payments

Requirements

Skills We're Looking For:

-Demonstrable experience in a data entry role or similar position

-Proficiency in Microsoft Outlook and other Microsoft Office applications

-Excellent customer service and communication skills via phone and email

-Ability to handle email correspondence professionally and efficiently

-Strong phone etiquette, with the ability to handle multiple calls simultaneously

-High attention to detail and accuracy in data entry tasks

-Strong organizational and multitasking skills

-Commitment to maintaining confidentiality and handling sensitive data responsibly

-Basic understanding of databases and data analysis procedures

-Prior experience within a finance environment would be highly advantageous and set you apart from other candidates!

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .