Financial Services firm is seeking a New Business Processor for an in-person role in Sacramento, CA

***MUST HAVE EXPERIENCE PROCESSING PAPERWORK FOR FINANCIAL ADVISORS***

Performance Objectives:

· Meet with clients and prepare paperwork as directed by the agent

· Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.

· Submit applications to carrier with client’s check, rollover paperwork, or transfer paperwork and most recent statements

· Follow up on all pending transfers by checking carrier website or contacting the companies directly

· Frequently communicate with clients regarding the activity of their accounts that are getting established

Skills and Qualifications:

· A minimum of 3 years’ experience in Wealth Management Firm, processing paperwork for advisors in Wealth Management required

· Must have 3 plus years’ experience processing new business paperwork/assorted paperwork related to financial advising required

· Computer Skills: MS Office with emphasis on excel spreadsheets, Quickbooks

· Strong organizational skills

· Ability to exercise good judgment, work under pressure, and prioritize responsibilities

· A high level of integrity and the ability to exercise discretion, and confidentiality

· Ability to perform research to resolve commission and other problems

· Familiarity with financial products such as life insurance and annuities required

· Minimum two-year college degree (four-year preferred) in business, finance or other related field

This is a full-time position with the ability to be hybrid.

Job Type: Full-time

Work Location: In person