Assistant

Supporting Agency Team Leads in a hybrid remote environment, the contract Team Lead Assistant will manage administrative tasks related to supervisory duties, compliance requirements, and documentation tracking over a 12-month period. Key responsibilities Assist Team Leads with administrative tasks to ensure completion of supervisory duties Follow up with agents and management to close supervisory interview deficiencies and compliance requirements Track and log seminar completions and signatures related to supervisory interviews Required qualifications 3-5 years of experience in an office/admin setting or financial services industry Ability to pass a background check and become an Associated Person with FINRA Proficiency in Microsoft Office systems, including Outlook, Word, and Excel Experience with a data management system or CRM, such as Salesforce Detail-oriented with strong organizational skills