Processing Specialist

Job Description

Job Description

Benefits:

• 401(k)
• Bonus based on performance
• Paid time off

Title: Processing Specialist

Full-time/part-time: Full-time

Positions available: Corporate Office; Yuma, AZ

Hours per week: 8am-5pm; Monday thru Friday

Consider Joining our team if you want:

A career that provides opportunity for growth
Paid time off for vacation, sick days and holidays
401k
Opportunity to earn bonuses

Pay: Starting at $14.90-$16.00 per hour

General Description:
Seeking an applicant to provide support to a financial adviser(s) and his/her client database. We are looking for an energetic, goal-driven candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?

As the conduit to our clients, advisers, and business partners, you will apply your strong communication and analytical skills in the day-to-day operations in the processing of any new and current applications for Assets under Management (AUM). You must have strong math skills and the ability to process information from notes obtained from advisory teams. Your attention to detail, accuracy and assertiveness in preparing or updating these applications is vital for the well-being of our clients and adviser teams.

To ensure success in this position you will have the ability to maintain knowledge of products and resources, the companys policies and procedures, as well as being an effective communicator. Top applicants are detailed oriented, motivated and have excellent people skills in order to build sustainable and continuous relationships.

Responsibilities:

Attending training provided by the company to enhance knowledge
Answering phones and other daily office duties
Quality control of paperwork preparation and processing of applications
Strategist and researching projects
Practices and maintains confidentiality
Date Entry
Perform other duties as needed

Requirements :

Associates Degree in Business Administration preferred
1+ years client service experience, preferably in related field
Successful completion of provided training
Proficient computer skills with MS office suites
Ability to communicate effectively with cross-functional teams
Strong math skills
Analytical thinker
Detailed oriented
High sense of urgency