Bangor Area Staffing is recruiting for a Financial Business Processor for our financial client. Excellent opportunity into a career in financial advising. This position serves as first point of contact for their clients in person, email, or via phones. Candidates must have extensive administrative experience and a high attention to detail to process new business paperwork, requests, policies, procedures and account information. Extensive communication directly with clients and advisors to research questions and resolve minor problems. Responding to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, client focused team environment.
Other duties to include: Process all inbound and outbound mail; Scanning documents; Assist Advisors in scheduling and meeting management; Prepare new business paperwork; Ensure client paperwork has required information and signatures; Prepare annuity and insurance applications; Ensure 3rd party forms/business is processed in a timely manner.
Communicate effectively to a diverse audience and at all level
Must be comfortable working in a professional environment while ensuring sensitivity and discretion and maintaining confidentiality
Must be able to multi-task in a fast-paced environment
Positive attitude and sincere willingness to constantly learn and grow
Ability to gather and analyze data to develop facts-based conclusions and recommendations
Demonstrated knowledge of financial planning concepts
Ability to adhere to rules and regulations as stated and required in financial industry
Proficiency with MS Office Suite of program and ability to learn customer software
College degree or higher with 2-4 years professional office experience or combination
2+ years financial planning concepts experience a plus
Must be able to meet all background check requirements.
Email your cover letter and resume today to be considered for this Direct Hire, full-time position. $15.00 to $18.00 per hour.
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