The New Business Processor at Strategic Investment Partners is responsible for preparing, reviewing and submitting new business. This role will partner with the operational function of the business including the day-to-day administrative responsibilities.
*Strategic Investment Partners is an independent advisor practice. AdvisorNet Financial, Inc. assists in recruiting for its Affiliate Financial Advisors.
Key Responsibilities and Essential Functions:
Interact with clients, answer and process basic requests and inquiries, in a timely manner.
Manage the processing of all new business and client maintenance requests.
Serve as a back up to the administrative team including but not limited to, scheduling client meetings and related follow-up meetings.
Maintain accurate client and vendor data in the client relationship management (CRM) database and reporting systems.
Cultivate strong advisor, client, and vendor relationships to ensure prompt and consistent delivery of excellent customer service.
Organize and coordinate office administration and procedures, to ensure organizational effectiveness and efficiently keep the business operating smoothly on a day-to-day basis.
Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
Assist in special projects and duties as assigned within functional/knowledge area.
Job Specifications
1-3 years of customer service or administrative support experience, preferred.
Financial services industry experience, preferred.
Proficiency with Microsoft Office Suite, required.
Strong professional verbal and written communication skills.
Personable, approachable with a positive attitude in providing service excellence.
Ability to work effectively both as part of a team and independently with minimal supervision.
Excellent problem solving, time management, attention to detail and prioritization skills.
Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.