Blumark

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 CSAP’s
• 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.