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Title

Temporary Implementation Admin 

Division CUSO Financial Services, L.P.  
Position Temporary Implementation Admin  
Location CFS and SPF Home Office - San Diego, CA  
Full-Time/Part-Time Full-Time  
Description

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC. are looking for a Temporary Implementation Admin to join our fun and successful organization. Our company culture fosters and encourages innovation and growth by promoting openness, flexibility and an entrepreneurial spirit.

The Temporary Implementation Admin works with Program Managers, Registered Representative’s and home office staff to assist with the processing of representative change requests with the individual investment company sponsors/carriers for existing CFS/SPF programs.

The position may also involve general compliance duties to include the following:

  • Manages all incoming representative change requests.
  • Updates internal database.
  • Creates and run various reports.
  • Requests and reconcile state registrations when necessary.
  • Requests and reconcile carrier appointments when necessary.
  • Submits representative change requests to individual investment company sponsors and insurance carriers.
  • Follows up on and track all stages of the rep change process ensuring timely completion.
  • Provides unrivaled service with timely updates to respective Financial Institution Programs and representatives.
  • Acts as liaison between other departments within the home office.
  • Suggests process improvements as necessary.
  • Sets and keeps consistent office hours at the CFS back office.
  • Supports Company Mission and Corporate Values.
 
Position Requirements

Requirements:

  • Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
  • Minimum of two years related industry experience and/or training.
  • Strong attention to detail and ability to multi-task is required
  • Proficient in Excel, Word, Power Point and Outlook
  • Excellent communication skills with the ability to provide a high level of customer service.
  • There are no certificates, licenses or registrations required for this position.

For immediate consideration, apply online at:

https://www.appone.com/MainInfoReq.asp?R_ID=2344653

CUSO recognized as one of the Best Places to Work in San Diego and one of San Diego’s Healthiest Companies. As a result, we have many long-term employees who know our processes and efficiency goals so you will get to work with knowledgeable experts and top talent who believe in leading the industry through a high tech/high touch approach. To learn more about CFS, please visit www.cusonet.com.

EOE

 

This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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