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New Business Processor: Precision Onboarding Lead; On-site

Job in Las Vegas, Clark County, Nevada, 89105, USA
Listing for: Bauman Wealth Advisors
Full Time position
Listed on 2026-02-28
Job specializations:
  • Business
    Business Administration
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: New Business Processor: Precision Onboarding Lead (On-site)
A multi-entity retirement planning firm in Summerlin, NV is seeking a New Business Processor to serve as the operational backbone between client acceptance and account funding. The ideal candidate will have a detail-oriented mind with over 2 years in a processing role. Responsibilities include accurate processing of account openings and transfers while managing multiple case files. The firm prioritizes precision over speed and values the impact of this role on revenue generation and client satisfaction.
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