What are the responsibilities and job description for the Document Specialist position at Underhill Financial Advisors, LLC?
Job Description
The primary responsibility of the Document Specialist (DS) will be to prepare all client documents for Investment Accounts and Insurance Contracts including new account opening and change requests. In addition, the DS will provide a high level of client service and support for the organization.
They will be required to have a strong attention to detail, a high degree of accuracy, and be able to work efficiently in a highly dynamic work environment.
Areas of Responsibility
New Account Opening and Existing Account Servicing Documents
Prepare all client account documents for investment and insurance processing
Tracking of money movement; i.e. incoming/outgoing assets, distributions & contributions
Updating accounts and systems for all material client changes
Fixed Insurance Case Management
Prepare all Fixed Insurance account opening and servicing documents
Oversee insurance client workflow process and case management
Required Experience & Skills
· Bachelor’s Degree preferred
· Associates Degree in Business Administration – minimum education requirement
· 3-5 year’s Customer Service/Support experience in Financial or Insurance related offices
· Experience with MS Office Suite including Word, Excel, PowerPoint
· Ability to analyze client data to initiate and execute on targeted marketing campaigns
· Being able to communicate effectively and prolifically with clients
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Associate (Required)
Experience:
- Customer relationship management: 5 years (Preferred)
- Microsoft Office: 5 years (Required)
- Administrative experience: 3 years (Required)
Ability to Relocate:
- Tucson, AZ 85712: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $60,000