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Financial Operations Specialist

2 months ago

Winter Park, Florida, United States Advisor Employee Services Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for ensuring the client acquisition process from application submission to policy delivery is seamless and efficient.

Key Responsibilities
  • Process and complete all applications for business submitted by financial advisors
  • Verify accuracy of information provided and ensure all necessary forms are included when forwarded to insurance and security agencies
  • Submit completed applications and forms to the proper agencies in a timely manner
  • Follow up on pending applications with insurance and security agencies to ensure the application process is moving forward
  • Research and analyze application issues and provide problem resolution
  • Provide excellent client service by responding to advisors' requests and needs in a timely manner
Requirements
  • Previous experience in processing new business paperwork in a financial office preferred
  • Intermediate to advanced computer skills
  • Experience with Excel required
  • Experience with Annuity applications and transfers preferred
  • Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
  • Experience with Brokerage and Life Insurance accounts preferred
Skills and Qualities
  • Strong organizational skills and attention to detail
  • Ability to work with important paperwork with minimal client interaction
  • Ability to demonstrate persistence to achieve quality
  • Excellent communication and written skills
  • Self-directed initiative
  • Process-driven
  • Strong follow-through
Benefits
  • Competitive salary range: $45,000 - $55,000 BOE
  • Full medical benefits
  • 401(K) plan
  • Generous PTO