New Business Analyst

About

We are a growth, result and detail oriented financial planning team that loves improving the lives of our clients by helping them build financial freedom. We are looking for an individual committed to long term success, achievement, and helping people!

Responsibilities

• Account opening paperwork and process management
• New business submission (applications related to a variety of investment and insurance vehicles)
• Assisting in client service work, paperwork, and supporting traders and advisors
• Tracking of cases in our database, transfers, and money movement

Requirements

• Efficient
• Detail Oriented
• Able to multi-task
• Process driven
• Enjoys being a part of a team
• Organized
• Comfortable with strict deadlines and varying workload
• Strong customer service skills

Growth Tracks Includes

• Financial planner
• Management
• Senior analyst
• Portfolio management

Our Take

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the importance and impact we have on the families that trust us. This individual loves to be a part of a team and is detail oriented and process-driven.

A commitment to excellence and personal growth is mandatory.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401K
• 401(k) matching
• Health insurance
• Paid time off

Job Details

• Job Type: Full-time
• Pay: From $60,000.00 per year
• Schedule: Monday to Friday
• Work Location: In person (Elmsford, NY 10523)
• Please note that this role is directly employees with The SKG Team at Barnum Financial Group*

Experience

• Customer service: 1 year (Preferred)
• Financial Services: 1 year (Preferred)

Location Requirements

• Ability to Commute: Elmsford, NY 10523 (Required)
• Ability to Relocate: Elmsford, NY 10523: Relocate before starting work (Required)