New Business Processor/Tracker

1 month ago

Westbrook, United States Scranton Financial Group Full time
Job DescriptionJob DescriptionDescription:

New Business Processor/Tracker


Seeking a candidate experienced in processing various financial applications, with strong math and analytical skills. The person in this position works with clients to gather and record data for insurance applications and financial documents.


This full-time position includes an excellent employee benefits package and profit sharing.


Performance Objectives:

· Meet with clients and prepare paperwork as directed by the agent

· Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.

· Submit applications to carrier with client’s check, rollover paperwork, or transfer paperwork and most recent statements

· Follow up on all pending transfers by checking carrier website or contacting the companies directly

· Frequently communicate with clients regarding the activity of their accounts that are getting established

· Add agent’s notes for each client meeting into database and assign action items to appropriate staff for follow-up

· Provide backup for the Client Service Representative as needed

· Follow up on task list daily through database management or other established system

· Check your clearing firm’s site daily for transfer activity if advisor is securities licensed

· Maintain an updated listing of carrier websites, user IDs, passwords

· Perform the annual Required Minimum Distribution Procedures for clients aged 70½

· Process trades on brokerage accounts (as instructed by securities licensed advisor)

· Keep check blotter up-to-date daily

· Keep trade blotter up-to-date daily (if advisor is securities licensed)

· Create new client files (see Filing System)

· Set new clients up on a recurring courtesy call schedule after advisor has categorized them (see Client Categories)

· Create/maintain a new business log for advisor’s pending and paid business (must be submitted weekly to manager)

Requirements:

Skills and Qualifications:

· A minimum of 3 years’ experience in finance, bookkeeping and/or accounting

· Computer Skills: MS Office with emphasis on excel spreadsheets, QuickBooks

· Strong organizational skills

· Ability to exercise good judgment, work under pressure, and prioritize responsibilities

· A high level of integrity and the ability to exercise discretion, and confidentiality

· Ability to perform research to resolve commission and other problems

· Familiarity with financial products such as life and annuities a definite plus

· Minimum two-year college degree (four-year preferred) in business, finance or other related field


  • New Business Processor/tracker

    2 weeks ago

    Westbrook, United States Scranton Financial Group LLC Full time

    Description: **New Business Processor/Tracker** This full-time position includes an excellent employee benefits package and profit sharing. **Performance Objectives**: - Meet with clients and prepare paperwork as directed by the agent - Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc. - Follow up...

  • New Business Processor/Tracker

    2 weeks ago

    Westbrook, United States Scranton Financial Group Full time

    Job DescriptionJob DescriptionDescription:New Business Processor/Tracker Seeking a candidate experienced in processing various financial applications, with strong math and analytical skills. The person in this position works with clients to gather and record data for insurance applications and financial documents.This full-time position includes an excellent...

  • New Business Processor/Tracker

    1 week ago

    Westbrook, United States Scranton Financial Group Full time

    Job DescriptionJob DescriptionDescription:New Business Processor/Tracker Seeking a candidate experienced in processing various financial applications, with strong math and analytical skills. The person in this position works with clients to gather and record data for insurance applications and financial documents.This full-time position includes an excellent...

  • Business Development Commercial Manager

    2 weeks ago

    Westbrook, United States Genuine Parts Company Full time

    Commercial Business Development Manager Position Mission: The Commercial Business Development Manager is expected to achieve maximum market penetration, driving market growth, increased sales and profitability for the NAPA AutoCare, Major Accounts, Fleet and in total our Commercial Customers and NAPA Store Owners for assigned sales territory. This...

  • Business Success Specialist

    3 weeks ago

    Westbrook, United States IDEXX Laboratories, Inc. Full time

    The Veterinary Software Business Services & Subscription team is looking to add another member to our growing team to help meet business demands; the role is a unique combination of bookkeeping and customer service. This team is part of the Customer Success Virtual Operations division, a dynamic team that is focusing on improving the customer experience...

  • Business Success Specialist

    6 days ago

    Westbrook, United States IDEXX Laboratories, Inc. Full time

    The Veterinary Software Business Services & Subscription team is looking to add another member to our growing team to help meet business demands; the role is a unique combination of bookkeeping and customer service. This team is part of the Customer Success Virtual Operations division, a dynamic team that is focusing on improving the customer experience...

  • Business Success Specialist

    3 weeks ago

    Westbrook, United States IDEXX Laboratories Full time

    The Veterinary Software Business Services & Subscription team is looking to add another member to our growing team to help meet business demands; the role is a unique combination of bookkeeping and customer service. This team is part of the Customer Success Virtual Operations division, a dynamic team that is focusing on improving the customer experience...

  • Business Intelligence Developer

    1 week ago

    Westbrook, United States Maine Medical Center Full time

    Summary Position Summary The Business Intelligence Developer will design, develop and maintain business intelligence solutions. This is the second level in a three level career path in which the individual will work closely across business functions to investigate data, analyze user requirements, and provide solutions to present information through...

  • Associate Business Intelligence Developer

    2 days ago

    Westbrook, United States MaineHealth Full time

    Summary Position Summary The Associate Business Intelligence Developer will design, develop and maintain business intelligence solutions. This is an entry-level position in a three level career path in which the individual will work closely across business functions to investigate data, analyze user requirements, and provide solutions to present information...

  • Associate Business Intelligence Developer

    2 hours ago

    Westbrook, United States MaineHealth Full time

    Summary Position Summary The Associate Business Intelligence Developer will design, develop and maintain business intelligence solutions. This is an entry-level position in a three level career path in which the individual will work closely across business functions to investigate data, analyze user requirements, and provide solutions to...

  • Licensed Plumber

    4 weeks ago

    Westbrook, United States Zplumberz of New Haven Full time

    Job DescriptionJob DescriptionLicensed Plumber Job DescriptionCongratulations! You are a Licensed Plumber! This is a great accomplishment and one you should be extremely proud of. Licensed Plumbers may stand Inspections; Train and Educate Apprentices; and are capable of providing Plumbing, Sewer and Drain Estimates.Qualifications1. Obtain a Journeyman or...

  • Licensed Plumber

    2 weeks ago

    Westbrook, United States Zplumberz of New Haven Full time

    Job DescriptionJob DescriptionLicensed Plumber Job DescriptionCongratulations! You are a Licensed Plumber! This is a great accomplishment and one you should be extremely proud of. Licensed Plumbers may stand Inspections; Train and Educate Apprentices; and are capable of providing Plumbing, Sewer and Drain Estimates.Qualifications1. Obtain a Journeyman or...

  • Sales Associate

    1 week ago

    Westbrook, United States Goodwill Industries of Northern New Engl Full time

    **Location: Westbrook, Maine........Evening and weekend hours!!!** Goodwill is looking for friendly, outgoing people to join our growing team! Whether it’s greeting customers, chatting with “regulars,” or providing a great customer experience, Goodwill is the place for you! Working in the “front of the house” will be the main responsibility....

  • Office Administrator

    4 weeks ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    Window World is a window, siding and door installation company, servicing Southern Maine, with its main office in Westbrook, ME. The Office Admin functions will include assisting with the following: - Answering phones / customer relations - Advising walk-in customers - Scheduling leads for the sales rep(s) - Checking orders/ confirming orders - Managing...

  • Admin/warehouse Associate

    3 weeks ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    **Perfect Job opportunity for a seasoned sub-contractor or lead installer looking to get off the wall!** Window World is a window, siding and door installation company, servicing Southern Maine, with its main office in Westbrook ME. The Admin/Warehouse associate functions will include assisting with the following: - Answering phones / customer relations -...

  • Office Administrator

    4 weeks ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    Window World of Southern Maine is looking for a full-time Office Administrator to join our team! We are looking for a motivated, reliable and focused candidate to help facilitate the day-to-day operations of the office. SERIOUS INQUIRIES ONLY PLEASE. Window World is a window, siding and door installation company, servicing Southern Maine, with its main...

  • Office Administrator

    2 weeks ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    Window World of Southern Maine is looking for a full-time Office Administrator to join our team! We are looking for a motivated, reliable and focused candidate to help facilitate the day-to-day operations of the office. SERIOUS INQUIRIES ONLY PLEASE. Window World is a window, siding and door installation company, servicing Southern Maine, with its main...

  • Office Administrator

    4 weeks ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    Job DescriptionJob DescriptionWindow World of Southern Maine is looking for a full-time Office Administrator to join our team! We are looking for a motivated, reliable and focused candidate to help facilitate the day-to-day operations of the office. SERIOUS INQUIRIES ONLY PLEASE.Window World is a window, siding and door installation company, servicing...

  • Office Administrator

    2 weeks ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    Job DescriptionJob DescriptionWindow World of Southern Maine is looking for a full-time Office Administrator to join our team! We are looking for a motivated, reliable and focused candidate to help facilitate the day-to-day operations of the office. SERIOUS INQUIRIES ONLY PLEASE.Window World is a window, siding and door installation company, servicing...

  • Admin/Warehouse associate

    2 months ago

    Westbrook, United States Window World of New Hampshire & Southern Maine Full time

    Job DescriptionJob DescriptionWindow World of Southern Maine is looking for a full-time Admin/Warehouse associate to join our team! We are looking for a motivated, reliable and focused candidate to help facilitate the day-to-day operations of the office. SERIOUS INQUIRIES ONLY PLEASE.Perfect Job opportunity for a seasoned sub-contractor or lead installer...