Mutual Fund Assistant

Americo Financial Life and Annuity; Kansas City (MO); On-site; USD 30,000 - 45,000; Full time

Job summary

Americo Financial Life and Annuity in Kansas City is seeking a full-time Mutual Funds Assistant to support N.I.S. Financial Services and Customer Service teams. This role emphasizes data entry, application processing, and superior service to clients.

The ideal candidate will possess strong communication and organizational skills, alongside a high school diploma or equivalent. The job requires adaptability to new technologies and procedures, ensuring timely completion of tasks on-site.

Qualifications

• Strong written and verbal communication skills.
• Strong organizational skills with attention to detail.
• Ability to learn and adapt to new procedures and technology.
• Ability to prioritize workload effectively.
• High school diploma or equivalent required.

Responsibilities

• Provide excellent service to customers.
• Review and enter data into AS400.
• Prepare and send correspondence to agents and clients.
• Process address changes and ensure updates.
• File and image correspondence accurately.

Skills

Strong written and verbal communication skills

Strong organizational skills

Attention to detail

Ability to learn and adapt to new procedures

Ability to prioritize workload

Education

High school diploma or equivalent

Job description

Ozark National Life Insurance is hiring a full-time Mutual Funds Assistant to join our team!

The hours for this position are Monday – Friday, 8:00 AM – 4:30 PM, on site at our downtown Kansas City, MO office location.

Overview

The Mutual Funds Assistant will directly support N.I.S. Financial Services, Ozark National Life, Registered Principals, and Customer Service. This role focuses on data entry, application processing, and administrative support while ensuring accuracy, organization, and timely completion of tasks.

Key Responsibilities

• Provide excellent service to customers and Registered Representative Services.
• Review and enter data into AS400, as well as copy and image new applications.
• Prepare and send correspondence to agents and clients.
• Review and forward additional purchases to various mutual fund companies.
• Process address changes and ensure updates are communicated to mutual fund companies.
• Complete monthly blotter updates.
• Add or detach policies to new and existing mutual funds.
• Open and distribute incoming mail to employees and departments.
• Assist with monthly, quarterly, and annual projects.
• File and image correspondence accurately.

Required Qualifications

• Strong written and verbal communication skills.
• Strong organizational skills with attention to detail.
• Ability to learn and adapt to new procedures and technology.
• Ability to prioritize workload effectively.
• High school diploma or equivalent required.

Preferred Qualifications

• Previous data entry or administrative experience, preferably in financial services or insurance.

Ozark National Life Insurance is a wholly owned subsidiary of Americo Financial Life and Annuity Insurance Company.