Processing Specialist
$31,200–$37,440 year
On-siteYuma, Arizona, United States
Yuma, Arizona, United StatesOn-siteFull Time$31,200–$37,440 yearSmall
Full TimeSmall
Job Summary
Answer phones and perform daily office duties while conducting quality control on paperwork preparation and processing applications for Assets under Management. Maintain confidentiality, enter dates accurately, and strategize by researching projects to support financial advisers and client databases. Apply strong math skills and analytical thinking to update applications based on notes from advisory teams, ensuring attention to detail for client well-being. Complete provided training to enhance product knowledge and company policy understanding.
Required Qualifications
- 1+ years client service experience, preferably in related field
- Proficient computer skills with MS office suites
- Ability to communicate effectively with cross-functional teams
- Strong math skills
- Analytical thinker
- Detailed oriented
- High sense of urgency
Desired Qualifications
- Associates Degree in Business Administration preferred
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