Description

Benefits:

• 401(k) matching
• Continuing education reimbursement
• Dental insurance
• Referral program
• Vision insurance

Work hours: 7-hour core work day between the hours of 7 am-7 pm
Lunch period(Unpaid): 30mins or 1 hour
Dress Code: Business casual
Office /Remote: Hybrid
Parking: Military Parking Garage

Qualifications

Knowledge, skills, education, and/or experience: Microsoft Office, customer service, and general administrative functions such as data entry, computer skills, facsimile, email communication, walk-in, etc.

Mandatory skills/certification(s) Requirement: High level administrative skills

Job Duties:

• Assistance in the application process to include but not limited to: review of statements of experience, criminal history documents, CPE related information as would be required for reinstatement applications
• Complaint process includes entering into MLO and continuing to track, sending acknowledgment letter to the complaint, sending a letter to request CPA response, tracking response time, compiling all information to be presented to the Board at the scheduled meeting, drafting Board response letters, closeout in MLO
• Attend Board meetings as needed and take notes on assigned matters
• Attend sub-committee meetings, take notes, and draft follow-up correspondence as needed
• Assist in the proctoring of the RMA exam as needed
• Review CPE requests for not registered sponsors, prepare for Board review, and draft follow-up correspondence
• Assistance in the triennial CPE audit