| Administrative Specialist/ Phoenix, AZ Job ID #: 67810
Location: AZ-Phoenix
Functional Area: Administration/Office Services
Business Line: VALIC
Employment Type: Full Time
- Permanent
Education Required: High School Diploma
Experience Required: 3-5 years
Relocation Provided: No
Travel Percentage: 0 Position Description: ADMINISTRATIVE SPECIALIST As the Administrative Specialist you will be responsible for all research and resolution of financial advisor commission issues, producing group related documents, facilitating plan paperwork, and processing advisor reassignments. This includes researching commission inquiries and problems, requesting corrections, working with home office compensation unit, running group reports, compiling and printing group reports, reviewing plan documents, submitting completed plan paperwork, processing advisor re-assignments and handling routine questions and problem resolution. WHAT YOU WILL BE DOING: - Serve as the primary contact in the region for research and resolution of
Financial Advisors commission issues. - Research inquiries and problems related to
Financial Advisors commissions. - Request corrections as necessary with follow up. - Work with home office compensation unit to resolve non-routine or complex commission issues. - Produce group reviews and plan highlights - Facilitate new group set up and adding new plans - Process advisor re-assignments. - Work with licensing specialist to ensure all
Financial Advisors meet FINRA and State Licensing requirements.
Hours:
Monday – Friday 8 am
- 5 pm
OFFICE LOCATION: Phoenix, AZ at the intersection of Tatum Blvd. and Shea Blvd. Benefits include medical, dental, vision, reimbursement accounts, life insurance, 401(k) plan, retirement plan and credit union. Position Requirements
JOB REQUIREMENTS: • Ability to handle confidential information with the highest ethical and professional standards.
• Effective communication and interpersonal skills.
• High school graduate
- Associates or Bachelors degree preferred
• Independent judgment required to manage multiple tasks and deadlines in a detailed, organized manner with minimal supervision.
• Must be familiar with MS office suite and Lotus Notes (intermediate or advanced skills with Excel strongly preferred).
• Problem solving ability and an aptitude for math.
• Proficiency in the use of desktop applications.
• Self-starter, must be able to follow through on projects.
• Strong phone communication skills required.
• Willingness to support other regional office positions as needed.
• Two to five years previous experience in a financial services environment preferred. About Us: SunAmerica Financial Group is one of the largest life insurance organizations in the United States based on over $236 billion of admitted assets as of June 30, 2011. Serving over 18 million customers, SunAmerica Financial Group is compris | 
