RIA Support Coordinator

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive health insurance

401(k) retirement plan

Education matching gift program

Dependent tuition program

Job summary

The Jackson National Life Insurance Company in Nashville, Tennessee seeks a dedicated RIA Support Coordinator. This role involves providing comprehensive administrative support to writing agents, maintaining accurate client records, and tracking case statuses. We're looking for someone with excellent communication skills and a strong background in administration.

A high school diploma is required, with an associate's degree preferred. Successful candidates will have 2+ years of experience and proficiency in Microsoft Office and CRM platforms. Competitive benefits package offered.

Qualifications

• High school diploma or equivalent (GED) required.
• 2+ years of experience in an administrative role preferred.
• Strong interpersonal and relationship management skills.

Responsibilities

• Support the creation and accuracy of CRM records.
• Update and track case statuses.
• Prepare and organize client documentation.

Skills

Strong verbal and written communication skills

Organization and project coordination

Customer service skills

Proficient in Microsoft Office applications

Experience with CRM platforms

Education

High school diploma or equivalent (GED)

Associate's degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Adobe Acrobat

Job description

Job Purpose

The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate client and case records; coordinates documentation; manages CRM updates; and facilitates communication between internal stakeholders, external partners, and advisors. The RIA Support Coordinator ensures smooth operational processes and timely follow‑up on case activities, contributing to an efficient and professional experience for all parties involved.

Essential Responsibilities

• Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management.
• Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow‑up on outstanding requirements and documentation.
• Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
• Monitors and follows up with ceding carriers to obtain status updates on in‑flight cases awaiting funds.
• Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools.
• Provides periodic reports and communications regarding required deadlines and outstanding items.
• Establishes, maintains, and updates files and records to ensure data integrity and accessibility.
• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong verbal and written communication skills.
• Strong organization, project coordination, and problem‑solving skills with an ability to coordinate multiple projects simultaneously.
• Strong interpersonal, relationship management, and customer service skills.
• Ability to work in a deadline‑driven environment with a willingness to be part of a fast‑paced, dynamic team.
• Proficient in all Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
• Proficient with Adobe Acrobat suite.
• Ability to create and modify CRM platform dashboards and reports at an intermediate level.
• Comprehensive understanding of compliance policies and FINRA records standards.
• Ability to work independently or collaboratively in a team‑oriented environment.

Qualifications

• High school diploma or equivalent (GED) required.
• Associate's degree preferred.
• 2+ years of experience in an administrative role preferred.
• Experience with CRM platforms preferred.

Equal Employment Opportunity Statement

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally‑recognized disability, marital status, legally‑protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco‑free environments.

Benefits

Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program, and dependent tuition program.

Application Information

Online applications requested. Contact [e-mail] for alternate formats for accommodation. To learn more about Jackson’s financial strength and results, visit jackson.com.