Lead Business Execution Administrator

• Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®
• Provide training and assistance to employees and business partners through inbound call support and/or inbox and escalations
• Participate in all required training and remain current on all application releases and updates
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Partner with different Product Teams stay ahead of updates as well as raise their hand when issues arise
• Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders

6 years of Administrative Support or Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Excellent problem-solving skills
• Ability to manage multiple and competing priorities
• Ability to work in a fast-paced action-oriented environment
• Intermediate Microsoft Office skills
• Experience resolving and working through escalated and complex customer issues
• Good analytical skills with high attention to detail and accuracy
• Financial services industry experience
• Call center customer service experience in the financial services industry