Job Description
Job Description
This position work with and reports to the WMP Practice Manager and assists in completing the necessary paperwork and processes to move client business through the appropriate systems.
RESPONSIBILITIES :
- Process new business for securities and Indy K plans
- Money Movement System (MMS)
- Handle withdrawals and contributions to CSAP’s
- Fee / Account reviews
- 520 Plans, both new business and service
- Rollover Calls
- Account Transfers (Transfers of Assets)
QUALIFICATIONS :
- Bachelor’s degree in finance or related field or equivalent experience.
- This can be an entry level position.
- Previous business processing experience in the financial services industry a plus.
- Exceptional communication skills both written and verbal.
- Attention to detail and the ability to multi-task.
- Able to work against deadlines.
- Previous customer relations experience.
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