AUM Processing Specialist – Growth & Bonus Eligible

Bdt & Associates Inc; Yuma (AZ); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Advancement opportunities

Paid time off

Training & development

Job summary

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.

Qualifications

• Associates Degree in Business Administration preferred.
• 1+ years client service experience, preferably in related field.
• Successful completion of provided training.
• Proficient computer skills with MS Office suites.
• Ability to communicate effectively with cross-functional teams.
• Strong math skills.
• Analytical thinker.
• Detail oriented.

Responsibilities

• Attending training provided by the company to enhance knowledge.
• Answering phones and other daily office duties.
• Quality control of paperwork preparation and processing of applications.
• Strategist and researching projects.
• Practices and maintains confidentiality.
• Date Entry.
• Perform other duties as needed.

Skills

Math skills

Client service

Proficient computer skills

Communication

Attention to detail

Education

Associate degree in Business Administration

Tools

MS Office

Job description

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.