Financial Services Coordinator

2 days ago


Le Pontet, Provence-Alpes-Côte d'Azur, United States Heritage Wealth Management LLC Full time
Job Summary

We are seeking a detail-oriented and organized New Business Processor to join our team at Heritage Wealth Management LLC. The successful candidate will be responsible for ensuring the smooth client acquisition process from application submission to policy delivery.

Key Responsibilities
  • Process new business paperwork in a financial office
  • Utilize intermediate to advanced computer skills and experience with Excel
  • Understand Tax Qualified and Non-Tax Qualified Accounts
  • Work with Brokerage and Life Insurance accounts
Requirements
  • Previous experience in processing new business paperwork in a financial office
  • Intermediate to advanced computer skills
  • Experience with Excel
  • Must have experience with Annuity applications and transfers
  • Must understand Tax Qualified and Non-Tax Qualified Accounts
  • Experience with Brokerage and Life Insurance accounts
What We Offer
  • Competitive salary: $50,000 – $55,000
  • Health Insurance after 30 days
  • Generous PTO

We are a fast-paced financial firm that prides itself on providing the ultimate client experience. If you are a hard-working and positive individual who seeks a company that cares about team members and clients, we encourage you to apply today.



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