Mutual Funds Admin & Data Entry Specialist

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

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.