Financial Services Coordinator

CSI Group is a fast growing, family-owned, Wall, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career-minded talent who is excited about participating and being a part of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path.

Position Overview: The Financial Services Coordinator will play a key role in supporting the Financial Services Team by ensuring the efficient processing of annuities, investments, and various financial products. This role requires a detail-oriented, organized, and proactive individual who thrives in a fast-paced environment and is committed to delivering exceptional service. 

Key Responsibilities: 

Annuities and Investment Processing: 

• Assist with the preparation and submission of applications for annuities and investments. 

• Ensure accurate and timely processing of retirement plans, 401(k), and brokerage accounts. 

• Monitor and follow up on submitted applications to ensure timely approval and execution. 

• Address and resolve discrepancies or issues with carriers, custodians, or clients.

Client Account Management: 

• Support onboarding of new clients, preparing required documents, and verifying account setup. 

• Maintain accurate and up-to-date records for client accounts. 

• Process client requests, including money transfers, withdrawals, and account updates. 

• Respond to client inquiries and provide status updates on their accounts or transactions. 

Team Collaboration and Support: 

• Provide administrative and operational support to the Financial Services Team. 

• Prepare reports, presentations, and summaries for team review. 

• Assist with compliance and regulatory documentation as required. 

Documentation and Record-Keeping: 

• Maintain an organized system for storing and retrieving client files, records, and correspondence. 

• Ensure compliance with company policies and industry regulations. 

• Monitor deadlines and track progress on financial transactions and projects. 

Process Improvement: 

• Identify opportunities to streamline processes and enhance efficiency within the team.

• Assist in developing and implementing best practices for financial operations. 

Qualifications: 

• Bachelor’s degree in finance, business administration, or a related field preferred. 

• Previous experience in financial services, investment operations, or administrative support is a plus. 

• Proficiency in financial software and systems (e.g., CRM tools, MS Excel, investment platforms) is preferred but not required.

• Strong attention to detail and a high level of accuracy. 

• Excellent organizational and multitasking skills. 

• Effective communication and interpersonal abilities. 

• Familiarity with regulatory requirements and compliance standards in the financial industry. 

Key Competencies: 

• Team-oriented mindset with a commitment to collaboration. 

• Problem-solving and critical thinking skills. 

• Ability to handle sensitive information with confidentiality. 

• Flexibility to adapt to changing priorities and workloads. 

Work Environment: 

• In-office work environment. 

• Professional office setting with opportunities for professional development and growth. 

This role is an excellent opportunity for individuals passionate about financial services who want to contribute to the success of a dynamic team. If you are a proactive and detail-oriented professional, we encourage you to apply. 

Salary : $20