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Financial Services Administrative Specialist

Job in Mooresville, Iredell County, North Carolina, 28115, USA
Listing for: Insight Global
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Finance Assistant, Office Administrator/ Coordinator
  • Administrative/Clerical
    Finance Assistant, Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial services consulting firm seeks a Financial Services Support Associate to provide administrative and client service support in a fast-paced environment. Responsibilities include managing client data, processing service requests, and ensuring compliance with application requirements. Ideal candidates should possess strong communication skills, detail orientation, and proficiency in Microsoft Office and CRM systems.

This role offers potential for growth in the financial advisory sector.
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