A prestigious national wealth practice in Tampa, FL is seeking a quality Senior Financial Processor for their growing office. The firm’s Founder and CEO is a TOP 100 Advisor two years in a row, Tax Attorney and Certified Financial Planner who helps clients all over the United States.
A successful candidate will have extensive experience processing new client paperwork, to include money transfer applications (ACAT), financial holdings and position moves, life applications, annuity applications, etc. while working directly with client to get financial plans implemented in a timely manner. This role is tediously detail-oriented and fast paced but day-to-day activities are relatively the same. The firm is looking for someone who is highly experienced in financial paperwork processing and answering client questions.
Qualifications include but are not limited to, having a Bachelor’s Degree, a series 65 Licensed a plus, proficiency with TD Ameritrade, Fidelity, and Firelight, experience with DocuSign, Riskalyze, and Wealthbox is a plus, 3 years experience in a financial administrative role, and proficiency in spreadsheets, dashboards, and MS Office Suite. Compensation to include salary plus bonus.