RIA Support Desk 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

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.