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  • Processing Specialist - Yuma - beBeeDataProcessor

    beBeeDataProcessor
    beBeeDataProcessor Yuma

    1 week ago

    Employment

    Job title: Processing Specialist

    Description

    Job Description

    Benefits include:

    • 401(k)
    • Bonus based on performance
    As Processing Specialist, you will provide support to a financial adviser(s) and his/her client database.
    You will apply your strong communication and analytical skills in day-to-day operations, processing new and current applications for Assets under Management (AUM).
    Strong math skills are required to process information from notes obtained from advisory teams.
    Maintaining knowledge of products, resources, company policies,and procedures is key.

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