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Business Processing Specialist

2 months ago

Winter Park, Florida, United States Advisor Employee Services Full time

New Business Processing Specialist Opportunity

Are you meticulous and passionate about the financial sector? A dynamic financial organization is seeking a New Business Processing Specialist to enhance their expanding operations. If you excel in delivering outstanding client support and possess experience in managing critical documentation, we would like to hear from you. Become part of a firm that prioritizes both its employees and its clients.

Qualifications:

  • Preferred experience in handling new business documentation
  • Intermediate to advanced proficiency in computer applications
  • Proficiency in Excel is essential
  • Familiarity with Annuity applications and transfers is advantageous
  • Understanding of Tax Qualified and Non-Tax Qualified Accounts is preferred
  • Experience with Brokerage and Life Insurance accounts is a plus

Essential Skills:

  • Exceptional organizational abilities and attention to detail
  • Capability to manage significant documentation independently
  • Strong communication skills
  • Self-motivated and process-oriented
  • Commitment to completing tasks

Key Responsibilities:

  • Process applications submitted by Advisors
  • Verify the accuracy and completeness of all documentation
  • Submit applications to relevant insurance and security agencies
  • Follow up on outstanding applications
  • Resolve issues related to applications
  • Support Advisors with their requirements promptly
  • Perform additional duties as required

Compensation:

  • Salary range of $45,000 - $55,000, commensurate with experience

Employee Benefits:

  • Comprehensive medical coverage
  • 401(K) retirement plan
  • Generous paid time off

About Advisor Employee Services:

Advisor Employee Services, a consulting firm, represents elite financial advisors across the nation in their recruitment needs. Be part of a company that emphasizes exceptional client service and professional development.