BUSINESS PROCESSING ASSISTANT - WEALTH MANAGEMENT Job at Blumark, Troy, MI

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  • Blumark
  • Troy, MI

Job Description

Business Processing Assistant - Wealth Management

This full-time, in-office position works with and reports to the WMP/Insurance Case Manager and assists in completing the necessary paperwork and processes to move client business through the appropriate systems.

Responsibilities
  • Process new business for securities, Indy K plans, and insurance
  • Money Movement System (MMS)
  • Handle withdrawals and contributions to CSAPs
  • Fee/Account reviews
  • 520 Plans, both new business and service
  • Rollover Calls
  • Account Transfers (Transfers of Assets)
Qualifications
  • High school graduate or GED is required. Associates degree in a finance-related area is a plus.
  • Minimum one full year of experience in an administrative role.
  • Previous business processing experience in the financial services industry a plus.
  • Demonstrable experience with MS Office 365, Salesforce or other CRM.
  • Exceptional communication skills both written and verbal.
  • Attention to detail and the ability to multi-task is a requirement of the position.
  • Able to work against deadlines.
  • Previous customer relations experience.
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Management and Manufacturing

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Job Tags

Full time,

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