Lead Administrative Associate
Company: VirtualVocations
Location: Mesa
Posted on: February 22, 2025
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Job Description:
A company is looking for a Lead Admin Associate who performs
complex administrative tasks with minimal supervision.
Key Responsibilities
Adheres to FINRA & SEC compliance regulations and performs related
functions
Assists financial professionals with packaging complex cases for
submission
Maintains and updates the Agency Data System (ADS) and
documentation files
Required Qualifications
H.S. Diploma or equivalent education required
FINRA Series 6 or 7 preferred
3-5 years of insurance/securities or relevant outside experience
required
Proficient in Microsoft Office Suite; knowledge of Quicken or
QuickBooks is a plus
Ability to handle multiple tasks and meet deadlines
Keywords: VirtualVocations, Mesa , Lead Administrative Associate, Administration, Clerical , Mesa, Arizona
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