Demo

Business Processing Administrator

Spence, Cassidy & Associates
Scottsdale, AZ Full Time
POSTED ON 1/10/2025
AVAILABLE BEFORE 3/15/2025

Help Wanted : Experienced Business Processing Administrator

Be a Foundational Part of Our Growing Financial Services Firm!

Are you an organized, detail-oriented professional with a knack for streamlining operations? We’re a seasoned, growing, and ambitious financial services firm specializing in insurance and investments, and we’re seeking a Business Processing Administrator to manage and optimize our back-office processes.

What We Offer :

  • An exciting opportunity to shape the operational backbone of a growing company.
  • A supportive team environment with room for innovation.
  • Competitive salary and benefits package.

What We're Looking For :

  • Experience : Minimum of 2 years in financial services, insurance, or a similar role
  • Skills : Exceptional organizational, communication, and multitasking skills. Proficiency in Microsoft Office, Docupace, Docusign, or similar software.
  • Mindset : A problem-solver who thrives in fast-paced environments.
  • Key Responsibilities :

  • Process client applications for insurance and investment accounts accurately and efficiently.
  • Manage data entry and document management systems.
  • Communicate with financial advisors, clients, and product providers to ensure seamless operations.
  • Monitor workflows and identify opportunities for process improvements.
  • Ensure compliance with industry and regulatory requirements.
  • Why Join Us?

  • Impact : Your expertise will directly contribute to the success of a growing firm.
  • Growth : Opportunities to expand your role as the company grows.
  • Innovation : Be part of a team that values fresh ideas and streamlined efficiency.
  • To Apply :

    Submit your resume and a brief cover letter highlighting your relevant experience and enthusiasm for this role.

    Join us and play a critical role in building a thriving financial services business!

    Apply now!

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