Coordinated Financial Operations Professional

3 weeks ago


Farmingdale, New Jersey, United States CSI Group Full time
About the Role

The Financial Services Coordinator will play a critical role in supporting the Financial Services Team by processing annuities, investments, and financial products efficiently.

To succeed in this role, you will need to be highly organized, detail-oriented, and able to communicate effectively with internal and external stakeholders. A background in finance, business administration, or a related field is preferred, but not required.

This is an excellent opportunity for individuals looking to launch their career in financial services or advance their current one. If you are motivated, enthusiastic, and passionate about delivering exceptional service, we encourage you to apply.

Responsibilities:

  1. Prepare and submit applications for annuities and investments in a timely and accurate manner.
  2. Process retirement plans, 401(k), and brokerage accounts efficiently.
  3. Follow up on submitted applications to ensure timely approval and execution.
  4. Resolve discrepancies or issues with carriers, custodians, or clients promptly.

Company Overview:

  • CSI Group is a fast-growing, family-owned CPA firm focusing on individual and family tax preparation, trust and estate planning, and retirement planning.
  • We have over 20 locations in New Jersey, New York, and Florida, with a presence that continues to expand rapidly.
  • Our company culture emphasizes teamwork, collaboration, and innovation, making us an attractive choice for professionals seeking a fulfilling career path.

Growth Opportunities:

  • Competitive salary range: $45,000 - $55,000 per year, based on experience.
  • Opportunities for professional development and growth within the company.
  • A collaborative team environment and a comprehensive benefits package.


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