Orchestrate Consulting's mission is to help job seekers access carefully coordinated opportunities that match their career goals. We are not a staffing firm or agency. Orchestrate Consulting does not hire for these roles—we curate and validate them from verified employers. Employer Industry: Financial Services Why Consider This Job Opportunity

• Opportunity for career advancement and growth within the organization
• Work remotely anywhere within the continental U.S.
• Supportive and collaborative work environment
• Chance to make a positive impact on client satisfaction and service delivery
• Strong emphasis on continuous learning and professional development

What To Expect (Job Responsibilities)

• Prepare and process insurance, investment, and banking forms to implement product recommendations and service existing products
• Review all forms and workflows prior to submission to ensure accuracy and compliance
• Communicate with internal departments and business partners to track submissions and resolve issues related to client files
• Exercise good judgment to recognize when additional documentation or approval is needed and escalate as appropriate
• Participate in regular meetings with Team Leads and CST members regarding upcoming appointments and work progress

What Is Required (Qualifications)

• High school diploma (Required)
• Minimum 1 year of experience as a First Command Office Manager, Administrative Assistant, or Home Office employee (Required)
• Strong proficiency with Salesforce and Microsoft Windows and Office Suite
• Ability to communicate effectively, both verbally and in writing, to varied audiences
• Strong organizational skills and attention to detail, with the ability to meet deadlines in a fast-paced environment

How To Stand Out (Preferred Qualifications)

• College degree (Preferred, though previous work experience will be considered)
• Customer service experience (Strongly Preferred)
• Demonstrated understanding of compliance, regulatory, and internal guidance related to financial products

FinancialServicesRemoteWork #CareerOpportunity #CustomerService #ProfessionalDevelopment We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer. #OrchestrateConsultingGroup