Broker Dealer Advisory Coordinator
| Company | Voya Financial |
|---|---|
| Location | Iowa, USA, Florida, USA, Waterbury, CT, USA, Georgia, USA, Arizona, USA, Massachusetts, USA |
| Salary | $33770 – $56270 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Working knowledge of Advisory accounts
- Working knowledge of NetX360 and Orion are required.
- Proficient in Microsoft Excel
- High attention to detail with high accuracy in processing required
- Able to work in a fast paced environment
- Excellent customer service attitude and skills required
- Two years plus related experience
- Strong communication and organizational skills
Responsibilities
- Advisory Fee and Financial plan fee billing processing, reconciliation and QA
- Advisory billing maintenance including; adding, updating and maintaining fee schedules, billing households, calculation rules and procedures
- Set up and monitor ongoing financial planning fees
- Advisory account maintenance
- Review all advisory account paperwork for accuracy and completeness
- Adding, updating and maintaining account inceptions, terminations and models
- Generating Periodic and Exception Reports
- Create and maintain Performance Households
- Provide customer service. Reviews and resolves inquiries for advisors, clients and internal partners
- Provide operational support for Advisory projects and product development/maintenance
- Cross train on other areas such as new accounts, money desk, transfers, maintenance, etc. to assist areas during time of need
- Other duties as assigned.
Preferred Qualifications
- Series 7 License preferred
- Folio Dynamix preferred