Business Processing Assistant - Wealth Management
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-02-01
Listing for:
Blumark Tax Advisors
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Overview
This full-time, in-office position works with and reports to the Business Processing 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)
- High school graduate or GED is required. Associates degree in a finance-related area is a plus.
- Series 7, Series 66 and/or LAH licensing is an advantage.
- 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.
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