We are seeking a detail-oriented, client-focused Financial Service professional to join our growing team. The ideal candidate possesses exceptional verbal and written communication skills, a polished and professional phone presence, strong organizational abilities, and the capacity to quickly learn new systems, software, and processes. Proficiency with Microsoft Office and Client Relationship Management (CRM) platforms is required.

This position plays a vital role in supporting our New Business and Investment Operations teams, ensuring a seamless experience for both clients and advisors.

Key Responsibilities

New Business & Account Processing

• Prepare, review, and process applications for new investment accounts and annuity products.
• Coordinate and monitor account transfer requests from initiation through completion.
• Proactively communicate with clients and advisors throughout the onboarding and tra...