A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in Westbrook, CT. This individual will be part of the operations team supporting financial advisors in wealth management and their clients. Must have 3+ years of experience processing new business paperwork.

Responsibilities

• Meet with clients and prepare paperwork as directed
• submit applications to carrier
• Follow up on pending transfers
• Communicate with clients regarding activity of their accounts
• Provide assistance to the Client Service Representative as needed

Qualifications

• Minimum of 3 years experience processing paperwork for financial advisors
• Computer Skills: MS Office (excel spreadsheets)
• Quickbooks
• Strong organizational skills
• A high level of integrity
• Familiarity with financial products such as life and annuities
• Minimum two-year college degree (four-year preferred) in business, finance or other related fields

Full-time salaried position, including an excellent employee benefits package and profit sharing