New Business Processor

Position: New Business Processor

Firm: Mosaic Financial Group

Location: Tampa, FL

Overview:

Mosaic Financial Group is a dedicated financial planning firm based in Tampa, FL. We value doing the right thing and always prioritize people over profit. As our New Business Processor, you will play an essential role in supporting our advisors by ensuring smooth processing of new and existing client accounts and applications.

This position is responsible for accurately preparing, reviewing, and submitting new business paperwork, coordinating with both clients and financial institutions, and tracking applications through completion. The ideal candidate is organized, detail-oriented, and committed to providing excellent client service in alignment with our firm’s values.

What you’ll do:

• Manage workflows, documentation, and account openings
• Coordinate paperwork and data entry into various platforms and systems
• Track progress and follow up to keep cases moving
• Communicate with advisors, planners, and clients
• Maintain compliance and documentation standards
• Proactively identify and resolve issues

What We’re Looking For:

• High School Diploma
• Demonstrates strong proficiency and confidence working across various platforms and operating systems; CRM (Redtail) and Microsoft Office Suite
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• 1 years’ experience preparing, reviewing, or submitting financial industry paperwork
• Schwab platform experience

What You’ll Get:

Pay & Perks:

• $50k - $55k/year based on experience bonus potential
• Healthcare stipend
• PTO
• Retirement plan

Schedule:

• Monday – Friday, 9am-5pm
• Occasional evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com