Executive Assistant

LocationPhoenix
Date PostedMarch 13, 2023
Job ID13654
Employment TypeDirect Hire

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Job Description:

We are assisting our Phoenix, AZ client in search for a Executive Assistant. This role will be responsible for coordinating and executing case activity.

Responsibilities:
  • Ensure cases reach resolution.
  • Maintain the case management system.
  • Maintain case files.
  • Draft or review legal documents.
  • Draft template settlement.
  • Review and revise applicable court documents as needed for approval of settlement.
  • Maintain knowledge and understanding of the structured settlement business.
  • Draft, and distribute executed commission sharing agreements.
Requirements:
  • 3 years of relevant experience.
  • Customer service experience.
  • Strong Excel skills.
  • Knowledge of annuity and investment products.
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