Processing Specialist

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:

·       A career that provides opportunity for growth

·       Paid time off for vacation, sick days and holidays

·       401k

·       Opportunity to earn bonuses

Pay: Starting at $14.90-$16.00 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 Processing Specialist for a fast-growing firm.

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.

Looking for that strong candidate that will represent and display our CORE VALUES:

We Lead with Honor

We Have a Passion for Relationships

We are Always Present

We Provide Innovative Solutions

We Define Balance

Responsibilities:

· 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

· Provides quality service to our clients

· Documentation and updating of client records

· 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

· Outstanding communication skills; both verbal and written

· Strong people skills

· High sense of urgency

· Organization skills

· Analytical thinker

· Assertive

· Strong math skills