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Home › Companies › A2fc4820 0674 41f8 829c 55b35a4fe5ee 19000101 000001 › CIC Registered Operations Specialist, Central Investment Center

CIC Registered Operations Specialist, Central Investment Center

A2fc4820 0674 41f8 829c 55b35a4fe5ee 19000101 000001 · Lexington, KY, US, Lexington, KY · Active · $72,109–$90,137 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyA2fc4820 0674 41f8 829c 55b35a4fe5ee 19000101 000001
TitleCIC Registered Operations Specialist, Central Investment Center
Normalized title-
Department / team-
LocationLexington, KY, United States
Work model-
Employment typeFull Time
Salary$72,109–$90,137 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-04 / 2026-06-05
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from A2fc4820 0674 41f8 829c 55b35a4fe5ee 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Lexington.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyA2fc4820 0674 41f8 829c 55b35a4fe5ee 19000101 000001
Source23bd8633-3171-4471-9d49-a7bd36465cc3
ATS providerADP Workforce Now Recruiting

Description

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities JOB SUMMARY : Provides sales support and administrative duties for the Financial Advisors of Central Investment Center. EDUCATION/EXPERIENCE REQUIRED: * Bachelor’s degree or equivalent experience * FINRA series 7, 63 licenses (24 license preferred) * Life Insurance License preferred * Two+ years’ experience in brokerage industry QUALIFICATIONS/SKILLS REQUIRED : * Strong work ethic * Ability to prioritize several tasks * Good planning and problem-solving skills * Excellent written and verbal communication skills * Dependability and accuracy * Strong problem solving, organization and time management skills * Commitment to customer service * Knowledge of investments required ESSENTIAL JOB DUTIES AND RESPONSIBILITIES : 1. Assist all CIC Financial Advisors with daily sales support. 2. Assist Director of Investments with oversight duties, including trade reviews and approvals. 3. Process trade corrections. 4. Act as a liaison between the Financial Advisors and their clients while following FINRA guidelines as a registered sales assistant. 5. Provide telephone support for CIC Financial Advisors, schedule appointments, and prepare materials for client meetings. 6. Aid Financial Advisors in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointments with clients. 7. Prepare and complete client paperwork and follow up tasks to support the Financial Advisors. 8. Assist with processing of business as levels dictate, including entering trades as instructed by a client or a registered representative on behalf of a client. 9. Conduct proactive outreach to clients and Financial Advisors on time sensitive activities (e.g. RMDs, Clients’ quarterly and annual reviews). 10. Spend time with clients on the phone, via virtual visits, and in person to ensure client service level needs are met. 11. Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs. 12. Process client requests for IRA and Preferred account distributions, including placing trades, where appropriate. 13. Assume ownership of inquiries and requests; communicate with internal departments to ensure client’s expectations for timely service delivery are met. 14. Handle mail and respond to email, as it relates to the processing of client requests. 15. Maintain compliance of operations as applicable to company, state and federal rules and regulations. 16. Maintain client communication notes in CRM while following internal standards in a timely manner. 17. Use the Raymond James back office support system for client accounts. Assist with obtaining new account numbers. 18. Provide backup for making daily deposits and input details on the Raymond James system, balancing both records. 19. Log daily account information, copy and fax to Raymond James for processing. Log incoming checks, copy and overnight mail to Raymond James for processing. 20. Maintain tickler file to submit requests in a timely manner and day-to-day follow through on requests. 21. Educate clients on account services, capabilities, and new technology. 22. Complete required corporate training on new technologies and follow implementation guidelines. 23. Perform general administrative services and other duties as assigned. BENEFITS: Health Insurance Dental Insurance Vision Insurance Paid Vacation Paid Holidays Employee Stock Ownership Plan 401k Plan Flexible Benefit Plan Voluntary Life Insurance AD&D Insurance Discounted Banking Services EAP (Free counseling sessions) Discounted AAA Membership Fitness Discounts Vacation Purchase Plan Interest-Free Computer Loan Interest-Free Fitness Equipment Loan Service Awards Attendance Awards Funeral Leave Subsidized Parking (Downtown) Sick Leave Educational Assistance Program Employee Wellness Program Dell Computer Discount Discounted Tickets Cell Phone Discount Jeans days to benefit local charities Paid Identity Theft Protection New Hire Incentive (for hourly employees) Personal Day Birthday Holiday Wedding Days Appointment Time Long Term Disability Life Insurance (2x salary)

Full job record

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Source ID23bd8633-3171-4471-9d49-a7bd36465cc3
Board ID23bd8633-3171-4471-9d49-a7bd36465cc3
Provideradp_workforcenow
Provider Job Key545557
TitleCIC Registered Operations Specialist, Central Investment Center
Normalized Title—
Statusactive
Activeyes
Location TextLexington, KY, US, Lexington, KY
Department—
Team—
Employment Typefull_time
Workplace Type—
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CountryUnited States
RegionKY
CityLexington
Salary Raw72109.25 To 90136.56 (USD) Annually
Salary Min72,109.25
Salary Max90,136.56
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First Seen At2026-06-05 03:05:39Z
Last Seen At2026-06-06 13:25:14Z
Last Checked At2026-06-06 13:25:14Z
Last Changed At2026-06-06 13:25:14Z
Inactive At—
Source Posted At2026-06-04 17:25:00Z
Source Updated At—
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    "requisitionDescription": "<div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.49.19/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.49.19/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.41.21/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\">Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities<div class=\"fr-view\"><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:115%;font-size:15px;font-family:\"Calibri\",sans-serif;'><br></p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;' data-pasted=\"true\"><strong>JOB SUMMARY</strong>:</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>Provides sales support and administrative duties for the Financial Advisors of Central Investment Center.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><strong>EDUCATION/EXPERIENCE REQUIRED:</strong></p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Bachelor&rsquo;s degree or equivalent experience</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* FINRA series 7, 63 licenses (24 license preferred)</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Life Insurance License preferred</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Two+ years&rsquo; experience in brokerage industry</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><strong>QUALIFICATIONS/SKILLS REQUIRED</strong>:</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Strong work ethic</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Ability to prioritize several tasks</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Good planning and problem-solving skills</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Excellent written and verbal communication skills</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Dependability and accuracy</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Strong problem solving, organization and time management skills</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Commitment to customer service</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>* Knowledge of investments required</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><strong><br></strong></p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><strong>ESSENTIAL JOB DUTIES AND RESPONSIBILITIES</strong>:</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>1. Assist all CIC Financial Advisors with daily sales support.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>2. Assist Director of Investments with oversight duties, including trade reviews and approvals.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>3. Process trade corrections.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>4. Act as a liaison between the Financial Advisors and their clients while following FINRA guidelines as a registered sales assistant.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>5. Provide telephone support for CIC Financial Advisors, schedule appointments, and prepare materials for client meetings.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>6. Aid Financial Advisors in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointments with clients.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>7. Prepare and complete client paperwork and follow up tasks to support the Financial Advisors.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>8. Assist with processing of business as levels dictate, including entering trades as instructed by a client or a registered representative on behalf of a client.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>9. Conduct proactive outreach to clients and Financial Advisors on time sensitive activities (e.g. RMDs, Clients&rsquo; quarterly and annual reviews).</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>10. Spend time with clients on the phone, via virtual visits, and in person to ensure client service level needs are met.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>11. Set client financial review meetings based on client service level agreement &amp; prepare follow up meetings based on needs.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>12. Process client requests for IRA and Preferred account distributions, including placing trades, where appropriate.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>13. Assume ownership of inquiries and requests; communicate with internal departments to ensure client&rsquo;s expectations for timely service delivery are met.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>14. Handle mail and respond to email, as it relates to the processing of client requests.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>15. Maintain compliance of operations as applicable to company, state and federal rules and regulations.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>16. Maintain client communication notes in CRM while following internal standards in a timely manner.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>17. Use the Raymond James back office support system for client accounts. Assist with obtaining new account numbers.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>18. Provide backup for making daily deposits and input details on the Raymond James system, balancing both records.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>19. Log daily account information, copy and fax to Raymond James for processing. Log incoming checks, copy and overnight mail to Raymond James for processing.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>20. Maintain tickler file to submit requests in a timely manner and day-to-day follow through on requests.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>21. Educate clients on account services, capabilities, and new technology.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>22. Complete required corporate training on new technologies and follow implementation guidelines.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>23. Perform general administrative services and other duties as assigned.</p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p style='color: rgb(0, 0, 0); font-family: \"Times New Roman\"; font-size: medium; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;' id=\"isPasted\"><span style='font-size:16px;font-family:\"Arial\",sans-serif;color:black;'>&nbsp;<strong><u>BENEFITS:</u></strong></span></p><ul type=\"disc\" style=\"margin-bottom:0in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Health Insurance</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Dental Insurance</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Vision Insurance</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Paid Vacation</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Paid Holidays</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Employee Stock Ownership Plan</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>401k Plan</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Flexible Benefit Plan</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Voluntary Life Insurance</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>AD&amp;D Insurance</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Discounted Banking Services</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>EAP (Free counseling sessions)</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Discounted AAA Membership</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Fitness Discounts</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Vacation Purchase Plan</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Interest-Free Computer Loan</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Interest-Free Fitness Equipment Loan</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Service Awards</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Attendance Awards</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Funeral Leave</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Subsidized Parking (Downtown)</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Sick Leave</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Educational Assistance Program</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Employee Wellness Program</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Dell Computer Discount</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Discounted Tickets</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Cell Phone Discount</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Jeans days to benefit local charities</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Paid Identity Theft Protection</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>New Hire Incentive (for hourly employees)</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Personal Day</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Birthday Holiday</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Wedding Days</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Appointment Time</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Long Term Disability</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;line-height:normal;font-size:15px;font-family:\"Calibri\",sans-serif;color:black;background:white;'><span style='font-size:16px;font-family:\"Arial\",sans-serif;'>Life Insurance (2x salary)</span></li></ul></div></div></div></div>\n",
    "sponsoredVisaTypeCodes": []
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  "list_job": {
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