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AUM Processing Specialist – Growth & Bonus Eligible
Job in
Yuma, Yuma County, Arizona, 85365, USA
Listed on 2026-08-22
Listing for:
Bdt & Associates Inc
Full Time
position Listed on 2026-08-22
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Bdt & Associates Inc in Yuma, AZ is seeking a Processing Specialist to provide support to a financial adviser(s) and client database. This full-time role requires an energetic, goal-driven candidate who upholds CORE values and can build strong client relationships while balancing work and life.
You will help process new and current applications for Assets under Management (AUM) with strong math and communication skills, maintaining accuracy and confidentiality.
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