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Business Processing Assistant Wealth Management
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-02-01
Listing for:
Blumark
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Accounting & Finance
Job Description & How to Apply Below
This position work with and reports to the WMP Practice Manager and assists in completing the necessary paperwork and processes to move client business through the appropriate systems.
Responsibilities- Process new business for securities and Indy K plans
- 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)
- Bachelor’s degree in finance or related field or equivalent experience.
- This can be an entry level position.
- Previous business processing experience in the financial services industry a plus.
- Exceptional communication skills both written and verbal.
- Attention to detail and the ability to multi-task.
- Able to work against deadlines.
- Previous customer relations experience.
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