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Form of workJob Description
Title:Processing Specialist
Full-time/part-time: Full-time
Positions available: Corporate Office; Yuma, AZ
Hours per week: 8am-5pm; Monday thru Friday
Consider Joining our team if you want:
· A career that provides opportunity for growth
· Paid time off for vacation, sick days and holidays
· 401k
· Opportunity to earn bonuses
Pay: Starting at $14.90-$16.00 per hour
General Description:
Seeking an applicant to provide support to a financial adviser(s) and his/her client database. We are looking for an energetic, goal-driven Processing Specialist for a fast-growing firm.
As the conduit to our clients, advisers, and business partners, you will apply your strong communication and analytical skills in the day-to-day operations in the processing of any new and current applications for Assets under Management (AUM). You must have strong math skills and the ability to process information from notes obtained from advisory teams. Your attention to detail, accuracy and assertiveness in preparing or updating these applications is vital for the well-being of our clients and adviser teams.
To ensure success in this position you will have the ability to maintain knowledge of products and resources, the company’s policies and procedures, as well as being an effective communicator. Top applicants are detailed oriented, motivated and have excellent people skills in order to build sustainable and continuous relationships.
Looking for that strong candidate that will represent and display our CORE VALUES:
We Lead with Honor
We Have a Passion for Relationships
We are Always Present
We Provide Innovative Solutions
We Define Balance
Responsibilities:
· Attending training provided by the company to enhance knowledge
· Answering phones and other daily office duties
· Quality control of paperwork preparation and processing of applications
· Strategist and researching projects
· Practices and maintains confidentiality
· Provides quality service to our clients
· Documentation and updating of client records
· Date Entry
· Perform other duties as needed
Requirements:
· Associates Degree in Business Administration preferred
· 1+ years client service experience, preferably in related field
· Successful completion of provided training
· Proficient computer skills with MS office suites
· Outstanding communication skills; both verbal and written
· Strong people skills
· High sense of urgency
· Organization skills
· Analytical thinker
· Assertive
· Strong math skills
We believe the highest compliment we can pay our clients is to listen. After 10 years of working with our clients, we have discovered 3 things that help us bring the highest level of service to our clients:
The first is a high trust relationship with a financial adviser to whom they can delegate their financial affairs and be free to enjoy a higher quality of life;
The second is for their adviser to hear what is important to them, to quantify their goals in terms of time and money, to assess their current financial reality, and to produce a comprehensive action plan that gives them the highest probability to achieve their goals;
Finally, our clients want to know they can count on us for dependable service. They want to know they are valued, and that their trust is earned. They want a regular review process that lets them know how they are progressing toward their goals. They want directions if adjustments are needed along the way.
In summary, we serve a select community of clients who want to delegate their financial affairs to a trusted adviser. We receive great satisfaction in seeing our clients lifted from the cares of money and released to pursue the things in life that really matter to them... their spiritual development, their health, their family relationships, their friendships, their vacations, their personal growth, their professional development, or their retirement.
If this resonates with you and you are seeking a higher quality of life, Invicta Financial Group is ready to serve you. Please call if we can be of service.
www.invictafg.com
