Business Processing Assistant - Wealth Management
Job in
Auburn Hills, Oakland County, Michigan, 48326, USA
Listed on 2026-07-14
Listing for:
Blumark Tax Advisors
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
This full-time, in-office position at our Auburn Hills location works with and reports to the Business Processing Case Manager and assists in completing the necessary paperwork and processes to move client business through the appropriate systems.
Responsibilities- Process new business for securities, Indy K plans, and insurance
- Money Movement System (MMS)
- Handle withdrawals and contributions to CSAPs
- Fee/Account reviews
- 520 Plans, both new business and service
- Rollover Calls
- Account Transfers (Transfers of Assets)
- High school graduate or GED is required. Associates degree in a finance-related area is a plus.
- Series 7, Series 66 and/or LAH licensing is an advantage.
- Minimum one full year of experience in an administrative role.
- Previous business processing experience in the financial services industry a plus.
- Demonstrable experience with MS Office 365, Salesforce or other CRM.
- Exceptional communication skills both written and verbal.
- Attention to detail and the ability to multi-task is a requirement of the position.
- Able to work against deadlines.
- Previous customer relations experience.
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