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Ohio Licensed Correspondence Specialist

Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025

Job Description:

A company is looking for a Correspondence Specialist responsible for providing accurate and professionally written correspondence to clients and fund shareholders.
Key Responsibilities

Prepares correspondence for processing items that are not in good order and special letter requests
Performs editing tasks for peers and other business groups in the organization
Assists in the completion of project letter requests and annual mailings

Required Qualifications

Bachelor's degree in business administration or related field
1+ year(s) of experience in client services or related field
Correspondence experience within the financial services industry
Series 6 license

Keywords: VirtualVocations, Colton , Ohio Licensed Correspondence Specialist, Other , Vista, California

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