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BUSINESS PROCESSING ASSISTANT WEALTH MANAGEMENT

Blumark
Troy, MI Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/26/2025

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)

QUALIFICATIONS :

  • 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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