What are the responsibilities and job description for the New Business Processor position at BAM Advisory Group?
Is working with people you want to do life with important to you? It is to us, too.
As a family firm, we believe that family is everything. Our clients will tell you that every single interaction, relationship, and retirement plan is built on the foundation of a family – and the same goes with how we treat our team. So, if you thrive in fast-paced environments, love creating processes and have a keen attention to detail : we’d love to talk to you!
Who are we?
We are an independent advisory firm that loves getting to know our clients. As fiduciaries, we create better outcomes for our clients by weighing the options, understanding the numbers, and removing the emotion. The primary downfall of a retirement plan is making emotional decisions in key years. We are careful about who we hire. We are trustworthy. We are hard working. Let us work for you.
We’re looking for a full-time New Business Processor to be the newest addition to our family. Competitive compensation, fully paid healthcare, and PTO are just a few of the many benefits we offer our employees.
Your everyday super-powers – this is a people person position!
The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. Position requires employee to perform industry specific tasks such as application submission and account transfer follow-up, incoming new business client calls, database management, and client appointment preparation including preparation of paper and e-applications for each designated advisor.
Your Roles & Responsibilities :
Daily :
- Receive incoming new business client calls in a friendly, warm manner
- Record notes from every client conversation in the Redtail database, alert Partners if issues arise
- Attend client meetings as needed to complete any necessary applications and transfer paperwork
- Complete and process new business applications – start to finish
- Track all pending applications / pending transactions
- Create appropriate client file for each new account – electronic and paper as needed
- Submit any additional client contributions / check deposits to appropriate accounts
Weekly :
As Needed
Your Qualifications :
Benefits :
