Processor

Prominent West Hills, CA based financial planning firm seeks a full-time/part-time processor to join their growing practice. Processors are responsible for the servicing of client accounts and acting as liaisons between agents, clients, and the home office. Duties are varied, and the work is fast-paced and often complex.

Competitive benefits package including paid time off, 401(k), and medical insurance. Salary commensurate with experience.

Requirements

· This position requires you to be able to multitask while maintaining focus on details.

· Adhere to client, associates, and financial partner requests as instructed.

· Clear and concise communication both written and verbal

· Process paperwork in timely manner

· Familiarity with Microsoft Office suite of programs

· Ability to operate effectively both individually and with a team

· Availability for varied work hours

· Ability to operate efficiently and professionally in a high-stress environment

· Detail-oriented

· Some college preferred

· 5 years customer service experience preferred

· Most have reliable transportation

Duties

· Some clerical / receptionist duties, including answering phone calls and taking messages.

· Prepare and process documents for investment transactions and provide account service at all levels

· Manage an individual workload based on a client list and specific assigned tasks

· Exhibit exemplary customer service, including explaining transactions to clients, resolving client concerns, and prioritizing client convenience

· Coordinate with outside firms to ensure efficient and accurate processing of orders

· Field informal client complaints and work to resolve them

· Research/audit transactions as needed such as cost basis, RMD requirements, and proper forms

· Coordinate with compliance and operations at home office to ensure proper compliance

· Review products and maintain up-to-date knowledge of existing product lines and changes on an ongoing basis

· Track and update financial records and spreadsheets

· Provide backup answering phones as needed

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off

Experience:

• Financial services: 1 year (Required)

Work Location: In person

Salary : $20 - $25