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New Business Processor

Cordova, TN
Posted 3 weeks ago

A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in Cordova, TN. This individual will be part of the operations team, supporting financial advisors and their clients.

Responsibilities

  • Assist in the onboarding of all new clients, from account opening and incoming transfer to initial portfolio
  • Verify accuracy of all paperwork, including signatures, initials, and dates
  • Review and submit new account applications and transfer forms
  • Update weekly incoming transfer and completed new business reports
  • Work as a liaison between advisor and client

Qualifications

  • Strong attention to detail
  • Highly organized
  • Ability to follow through on tasks
  • Strong communications skills, both written and verbal
  • Task prioritization
  • Warm, welcoming personality
  • Comfortable speaking with a wide range of individuals
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Financial services experience required

Salary is negotiable based on experience.

Job Features

Job CategoryNew Business Specialist

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