Agent Assistant

Job Summary:
Our client is seeking an Agent Assistant to join their team! This position is located in New York, NY.

Duties:

• Review and monitor agent electronic communications, with a primary focus on social media content
• Apply risk-based criteria to assess communications, including enhanced review of image- and video-based posts
• Utilize internal systems, third-party vendor platforms, and AI tools (e.g., ChatGPT) to support communications surveillance and analysis
• Run, analyze, and interpret electronic communications reports to identify trends, risks, and items requiring escalation
• Distinguish business vs. non-business communications and route business-related content for Registered Principal review
• Support additional supervisory and compliance functions, including fiduciary requests, email opt-out processes, and social media profile management
• Navigate multiple systems simultaneously while managing competing priorities and deadlines
• Collaborate closely with Compliance, Supervision, and other internal stakeholders

Desired Skills/Experience:

• Experience in the insurance and/or securities industry
• Strong analytical skills with the ability to review, interpret, and assess electronic communications
• Technically savvy, with familiarity using social media platforms and digital content
• Comfort learning and navigating new systems and tools
• Strong interpersonal skills, including the ability to collaborate, ask questions, and speak up in meetings
• Ability to apply judgment in ambiguous situations while keeping regulatory intent in mind
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to work independently while contributing effectively to a team
• Proficiency in Microsoft Word and Excel
• Comfort using ChatGPT or similar AI tools to support analysis and reporting
• FINRA Series 6 or 7, or insurance-related licenses/designations
• Knowledge of Life Insurance, Fixed and Variable Annuities, and Mutual Funds

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

The approximate pay range for this position is between $16.00 and $24.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.

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