BUSINESS PROCESSING ASSISTANT - WEALTH MANAGEMENT at Blumark
Job Description
Job Description
This full-time, in-office position works with and reports to the WMP/Insurance Case Manager and assists in completing the necessary paperwork and processes to move client business through the appropriate systems.
RESPONSIBILITIES:
- Process new business for securities, Indy K plans, and insurance
- Money Movement System (MMS)
- Handle withdrawals and contributions to CSAP’s
- Fee/Account reviews
- 520 Plans, both new business and service
- Rollover Calls
- Account Transfers (Transfers of Assets)
QUALIFICATIONS:
- High school graduate or GED is required. Associates degree in a finance-related area is a plus.
- Minimum one full year of experience in an administrative role.
- Previous business processing experience in the financial services industry a plus.
- Demonstrable experience with MS Office 365, Salesforce or other crm.
- Exceptional communication skills both written and verbal.
- Attention to detail and the ability to multi-task is a requirement of the position.
- Able to work against deadlines.
- Previous customer relations experience.
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