Senior Financial Operations Coordinator

5 days ago


Temecula, California, United States Advisor Employee Services Full time

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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