New Business Processor

New Business Processor

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Our growing financial service firm, Parker Financial Group, in Virginia Beach, VA is seeking to add a New Business Processor to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

Strong organizational skills

Excellent communication; written and verbal

Attention to detail and accuracy

Proactive management style and consistent follow-through

Minimum Requirements:

Associates Degree preferred

2+ years Financial Industry experience, working alongside a Financial Advisor in a fast-paced office environment preferred

Experience with MS Office Suite and the ability to learn new software quickly

CRM experience

Securities licensed, preferred – Series 65 and Life and Health

Responsibilities:

This New Business Processor will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

Receive incoming client service calls in a friendly manner

Complete each service request and resolve client issues

Input notes into CRM and keep updated

Coordinate and follow up on each client transfer

Review application prior to submission

Follow application process from start to finish

Prepare client review summary for upcoming appointments

Maintain professional communication with clients and staff

Assist with client updates, reports, and mailings

Assist in setting client appointments

Salary:

$45,000/year - $55,000/year BOE

Benefits:

401(k)

PTO