New Business Processor
📋 Role Overview & Responsibilities
New Business ProcessorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our growing financial service firm, Parker Financial Group, in Virginia Beach, VA is seeking to add a New Business Processor to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:Strong organizational skillsExcellent communication; written and verbalAttention to detail and accuracyProactive management style and consistent follow-through
Minimum Requirements:Associates Degree preferred2+ years Financial Industry experience, working alongside a Financial Advisor in a fast-paced office environment preferredExperience with MS Office Suite and the ability to learn new software quicklyCRM experienceSecurities licensed, preferred – Series 65 and Life and Health
Responsibilities:This New Business Processor will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:Receive incoming client service calls in a friendly mannerComplete each service request and resolve client issuesInput notes into CRM and keep updatedCoordinate and follow up on each client transferReview application prior to submissionFollow application process from start to finishPrepare client review summary for upcoming appointmentsMaintain professional communication with clients and staffAssist with client updates, reports, and mailingsAssist in setting client appointments
Salary:$45,000/year - $55,000/year BOE
Benefits:401(k)PTO
Presented by Advisor Employee Services Thank you for your interest in the New Business Processor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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This position is located in Virginia Beach, VA with potential relocation and sponsorship assistance depending on candidate qualifications.
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