Processing Specialist
Job Description
Job Description
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 Processing Specialist for a fast-growing firm.
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.
Looking for that strong candidate that will represent and display our CORE VALUES :
We Lead with Honor
We Have a Passion for Relationships
We are Always Present
We Provide Innovative Solutions
We Define Balance
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
Provides quality service to our clients
Documentation and updating of client records
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
Outstanding communication skills; both verbal and written
Strong people skills
High sense of urgency
Organization skills
Analytical thinker
Assertive
Strong math skills
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