What are the responsibilities and job description for the BUSINESS PROCESSING ASSISTANT - WEALTH MANAGEMENT position at Blumark Tax Advisors?
This hybrid 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
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)
- High school graduate or GED is required.
- Minimum one full year of experience in an adminstrative role.
- Previous business processing experience in the financial services industry a plus.
- 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.