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Wealth Management Accounts & Transfers Specialist
Job in
Lakewood, Jefferson County, Colorado, USA
Listed on 2026-08-29
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
Masis Professional Group in Lakewood, CO is seeking a New Business Processor to join its wealth management team. This client-facing operations role focuses on end-to-end new business, from opening paperwork to transfers and funding, ensuring accuracy and timely updates for clients and Financial Advisors.
Ideal candidates have experience in financial services, ACATs, strong organization, and excellent follow-through.
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