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Benefits:
- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
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:
聽
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:
聽
路聽 A career that provides opportunity for growth
路聽 Paid time off for vacation, sick days and holidays
路聽 401k
路聽 Opportunity to earn bonuses
路聽 Paid time off for vacation, sick days and holidays
路聽 401k
路聽 Opportunity to earn bonuses
Pay: Starting at $15.00-$18.00 per hour
聽
聽General Description:
聽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?
聽
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.
聽
To ensure success in this position you will have the ability to maintain knowledge of products and resources, the company鈥檚 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.
聽
聽
聽
聽General Description:
聽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?
聽
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.
聽
To ensure success in this position you will have the ability to maintain knowledge of products and resources, the company鈥檚 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.
聽
聽
Responsibilities:
聽
路 Attending training provided by the company to enhance knowledge
聽
路 Attending training provided by the company to enhance knowledge
路 Answering phones and other daily office duties
路 Quality control of paperwork preparation and processing of applications
路 Strategist and researching projects
路 Practices and maintains confidentiality
路 Date Entry
路 Perform other duties as needed
聽
Requirements:
路 Associates Degree in Business Administration preferred
路 1+ years client service experience, preferably in related field
路 Successful completion of provided training
路 Proficient computer skills with MS office suites
路 Ability to communicate effectively with cross-functional teams
路聽 Strong math skills
路 Analytical thinker
路 Detailed oriented
路 High sense of urgency
路 Quality control of paperwork preparation and processing of applications
路 Strategist and researching projects
路 Practices and maintains confidentiality
路 Date Entry
路 Perform other duties as needed
聽
Requirements:
路 Associates Degree in Business Administration preferred
路 1+ years client service experience, preferably in related field
路 Successful completion of provided training
路 Proficient computer skills with MS office suites
路 Ability to communicate effectively with cross-functional teams
路聽 Strong math skills
路 Analytical thinker
路 Detailed oriented
路 High sense of urgency
Learn more about this Employer on their Career Site
