Transamerica
Sr Field Services & Operations Associate
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Apply to Sr Field Services & Operations Associate at TransamericaJob details
- Work type
- Remote
- Compensation
- $61,000 - $75,000/yr
- Posted
- 3 weeks ago
- Apply on
- transamerica.wd5.myworkdayjobs.com
About this role
Bachelor's in finance/business or equivalent experience; 5+ years securities/financial services experience in call center/operations; expert Wealthscape and Avaya proficiency; advanced Microsoft Excel; knowledge of securities products and FINRA/SEC/DOL rules.
What you'll do at Transamerica:
- processing transactions
- supporting advisors
- producing reports
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