Business Processing Specialist

Position Overview:

Packerland Brokerage Services, a broker dealer servicing financial advisors, is seeking a bright and talented Business Processing Specialist to join our growing team. We foster an engaging and collaborative environment and focus on personal growth, education, and individual development. Our welcoming and friendly work atmosphere has resulted in an inclusive, energetic, and respectful team culture. Packerland Brokerage Services has a diverse workforce, competitive benefits, and a team that enjoys its time together inside and outside of the office

If our Business Processing Specialist role sounds like a challenge you would be interested in, we would love to meet you to discuss it in more detail.

Key Accountabilities for the role will include the following:

1. Process, review, and validate documents through internal imaging and workflow systems, ensuring information is accurate, complete, and properly maintained.

2. Accurately enter, review, retrieve, and maintain data and electronic records within internal systems.

3. Support the continued streamlining of Business Processing workflows by effectively utilizing technology, adapting to new processes, and identifying opportunities to improve efficiency and accuracy.

4. Provide responsive support to internal teams and representatives through document retrieval, reporting, communication, and other business processing needs.

Qualifications

Education: High School Diploma or Equivalent

Experience: A minimum of one year data entry experience

Skills:

• Strong attention to detail with a focus on accuracy
• Strong organization and time management with the ability to manage multiple priorities
• Comfortable with technology and able to quickly learn new systems and workflows
• Strong critical thinking skills with a focus on resolving issues and improving processes
• Dependable and adaptable, with the ability to work independently and collaboratively as processes continue to evolve

About Packerland Brokerage Services, Inc.

Founded in 1994 and located in Green Bay, WI, Packerland Brokerage Services is a Broker-Dealer and Registered Investment Adviser with the Securities & Exchange Commission (SEC). Packerland supports independent financial advisers nationwide and empowers them to grow and manage successful independent businesses.

What we stand for: These core values are at the heart of everything we do here at Packerland. We are:

• Transparent and straightforward.
• Hardworking and dependable.
• Nimble and resourceful.
• Down to earth and customer focused.
• Reasonable and make decisions with common sense.

What we believe in:

PROMOTING INDEPENDENCE. EMPOWERING INDEPENDENTS.

At Packerland Brokerage Services, we live and breathe by this tagline. This simple statement represents our daily commitment to give our independent registered representatives choices.

Details & Benefits

Job Type

Full-time

Pay

$20.00 per hour

Benefits

• Simple IRA
• Simple IRA matching
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance reimbursements
• Health savings account
• Life insurance
• STD/LTD
• Paid time off
• Professional development assistance
• Referral program

Schedule

• 8-hour shift
• Day shift
• Monday to Friday

Supplemental Pay

Bonus pay

Ability to Commute/Relocate

Green Bay, WI 54313: Reliably commute or planning to relocate before starting work (Required)

Work location

One location

If you feel you meet these requirements, please email your resume and salary requirements to jobs@packerlandbrokerage.com with the subject line Business Processing Specialist Role.

Job Type: Full-time

Pay: $20.00 per hour

Expected hours: 30.0 – 40.0 per week

Benefits:

• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement

Application Question(s):

• This position offers a flexible schedule of 30–40 hours per week. How many hours per week are you interested in working?

Education:

• High school or equivalent (Required)

Experience:

• Data Entry: 1 year (Required)

Work Location: In person

Salary : $20