Senior Financial Operations Coordinator
5 days ago
We are seeking a detail-oriented professional to ensure the client acquisition process is smooth and efficient.
This role requires strong financial processing skills, excellent organizational abilities, and effective communication.
Key Responsibilities:- Process new business paperwork with accuracy
- Ensure timely completion of applications and forms
- Follow up on pending applications and resolve client issues
- Assist with client updates, reports, and mailings
About this role:
- Average annual salary: $55,000 - $65,000
- Medical insurance benefits
- 401k plan with 5% company match
- Paid Time Off (PTO)
Requirements:
- Previous experience in financial operations or a related field
- Intermediate to advanced computer skills
- Strong organizational and communication skills
Company Overview:
We are a fast-paced financial firm based in Temecula, California. Our team prides itself on providing exceptional client service and making a direct impact on clients' financial freedom.
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