Processing Specialist
Yuma
Processing Specialist
Full Time • Yuma
Benefits:
- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
Title: Processing Specialist
Full-time/part-time: Full-time
Positions available: Corporate Office; Yuma, AZ
Hours per week: 8am-5pm; Monday thru Friday
Consider Joining our team if you want:
Full-time/part-time: Full-time
Positions available: Corporate Office; Yuma, AZ
Hours per week: 8am-5pm; Monday thru Friday
Consider Joining our team if you want:
· A career that provides opportunity for growth
· Paid time off for vacation, sick days and holidays
· 401k
· Opportunity to earn bonuses
· Paid time off for vacation, sick days and holidays
· 401k
· Opportunity to earn bonuses
Pay: Starting at $15.00-$18.00 per hour
General Description:
Seeking an applicant to provide support to a financial adviser(s) and his/her client database. We are looking for an energetic, goal-driven candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?
As the conduit to our clients, advisers, and business partners, you will apply your strong communication and analytical skills in the day-to-day operations in the processing of any new and current applications for Assets under Management (AUM). You must have strong math skills and the ability to process information from notes obtained from advisory teams. Your attention to detail, accuracy and assertiveness in preparing or updating these applications is vital for the well-being of our clients and adviser teams.
To ensure success in this position you will have the ability to maintain knowledge of products and resources, the company’s policies and procedures, as well as being an effective communicator. Top applicants are detailed oriented, motivated and have excellent people skills in order to build sustainable and continuous relationships.
General Description:
Seeking an applicant to provide support to a financial adviser(s) and his/her client database. We are looking for an energetic, goal-driven candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?
As the conduit to our clients, advisers, and business partners, you will apply your strong communication and analytical skills in the day-to-day operations in the processing of any new and current applications for Assets under Management (AUM). You must have strong math skills and the ability to process information from notes obtained from advisory teams. Your attention to detail, accuracy and assertiveness in preparing or updating these applications is vital for the well-being of our clients and adviser teams.
To ensure success in this position you will have the ability to maintain knowledge of products and resources, the company’s policies and procedures, as well as being an effective communicator. Top applicants are detailed oriented, motivated and have excellent people skills in order to build sustainable and continuous relationships.
Responsibilities:
· Attending training provided by the company to enhance knowledge
· Attending training provided by the company to enhance knowledge
· Answering phones and other daily office duties
· Quality control of paperwork preparation and processing of applications
· Strategist and researching projects
· Practices and maintains confidentiality
· Date Entry
· Perform other duties as needed
Requirements:
· Associates Degree in Business Administration preferred
· 1+ years client service experience, preferably in related field
· Successful completion of provided training
· Proficient computer skills with MS office suites
· Ability to communicate effectively with cross-functional teams
· Strong math skills
· Analytical thinker
· Detailed oriented
· High sense of urgency
· Quality control of paperwork preparation and processing of applications
· Strategist and researching projects
· Practices and maintains confidentiality
· Date Entry
· Perform other duties as needed
Requirements:
· Associates Degree in Business Administration preferred
· 1+ years client service experience, preferably in related field
· Successful completion of provided training
· Proficient computer skills with MS office suites
· Ability to communicate effectively with cross-functional teams
· Strong math skills
· Analytical thinker
· Detailed oriented
· High sense of urgency
Compensation: $35,000.00 - $38,000.00 per year
Mission & Vision
Our mission is to provide the highest level of fiduciary service through our elite trusted adviser teams to ensure each ideal client family or business has the greatest potential of achieving their goals for the reasons that are important to them.
Our vision is to:
- Provide the highest fiduciary standard of service to each ideal client family or business,
- Grow a community of ideal clients, businesses, and elite trusted adviser teams,
- Achieve synergies throughout our organization,
- Equip and empower our team through continual comprehensive training,
- Deliver effective and efficient operational support,
- Partner with responsive deliverables,
- Foster independently owned adviser businesses.
Career Opportunities
How We Work
We empower our advisers to help their clients reach the next level. Our team approach adds perspective to all we do and provides increased benefits to our clients. We have a passion for excellence, offer uncommon service, and place great emphasis on accountability.
Passion for Excellence
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
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