Job Title

ESSENTIAL DUTIES AND RESPONSIBILITIES * Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office. * Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill. * Maintain files of confidential and routine material and information. * Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use. * Backup to the PCG Loan Desk team. * Perform other duties as required by management EDUCATION AND/OR EXPERIENCE Bachelor's degree or equivalent; or four to seven years related experience and/or training; or equivalent combination of education and experience. COMPUTER SKILLS To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs. CERTIFICATES, LICENSES, REGISTRATIONS Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).