Job Description

Help Wanted: Experienced Business Processing Administrator
Be a Foundational Part of Our Growing Financial Services Firm!

Are you an organized, detail-oriented professional with a knack for streamlining operations? We’re a seasoned, growing, and ambitious financial services firm specializing in insurance and investments, and we’re seeking a Business Processing Administrator to manage and optimize our back-office processes.

What We Offer:

• An exciting opportunity to shape the operational backbone of a growing company.
• A supportive team environment with room for innovation.
• Competitive salary and benefits package.

What We're Looking For:

• Experience: Minimum of 2 years in financial services, insurance, or a similar role
• Skills: Exceptional organizational, communication, and multitasking skills. Proficiency in Microsoft Office, Docupace, Docusign, or similar software.
• Mindset: A problem-solver who thrives in fast-paced environments.

Key Responsibilities:

• Process client applications for insurance and investment accounts accurately and efficiently.
• Manage data entry and document management systems.
• Communicate with financial advisors, clients, and product providers to ensure seamless operations.
• Monitor workflows and identify opportunities for process improvements.
• Ensure compliance with industry and regulatory requirements.

Why Join Us?

• Impact: Your expertise will directly contribute to the success of a growing firm.
• Growth: Opportunities to expand your role as the company grows.
• Innovation: Be part of a team that values fresh ideas and streamlined efficiency.

To Apply:
Submit your resume and a brief cover letter highlighting your relevant experience and enthusiasm for this role to [email protected].

Join us and play a critical role in building a thriving financial services business!

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