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Posted: Saturday, December 16, 2017 9:43 AM

Job Description:/h3:
Financial Account Processor
We are a well established financial firm and we are looking for a Financial Account Processor who has the strengths to help us better serve our clients.
Major Duties and Responsibilities:
:Filling out, submitting, and following up on paperwork
:Serving as liaison between the adviser and client
:Managing client information, maintaining computer client files and reports
Qualifications and Skills:
:Possesses strong character, a person of great integrity
:This is a Non:Sales position
:Deadline:driven, client centered
:Experience in financial fields, paralegal, or similar fields is very helpful
:Extremely organized, Detail oriented with effective time management
This is a full:time, salaried position with performance:based bonus (profit sharing) and a generous benefits package. If you believe that you have the skills necessary to be successful in this position we strongly encourage you .

Company Description:/h3:
Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living.
We specialize in conservative retirement strategies with the goal of minimizing our clients risk with an effective return. Our core objective is to satisfy our clients needs... We listen.
A customized approach is used with each individual situation. There are no preconceived ideas as each person has very different needs, backgrounds and circumstances. Being sensitive to each persons situations, issues and concerns is a core value of our organization... We partner.

Source: https://www.tiptopjob.com/jobs/76088235_job.asp?source=backpage


• Location: guilford, New Haven

• Post ID: 21689212 newhaven
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