New Business & Onboarding Specialist

Arcadia Financial Group; Manchester (NH); Sur place; USD 55 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health insurance

PTO (Unlimited)

Short-term disability

Long-term disability

Life insurance

401(k) retirement plan with 4% match

Clothing allowance

Professional development opportunities

Team events

Volunteer initiatives

Résumé du poste

Arcadia Financial Group is seeking a New Business Specialist to support implementation and transaction processing, coordinating with advisors, Client Service Specialists, custodians, and insurers. You will prepare, process, and track a wide range of client transactions including account openings, transfers, and annuity applications while ensuring accuracy and compliance.

You will collaborate with various teams across the transaction lifecycle, maintain CRM visibility, and contribute to workflow

Qualifications

• Experience within financial services is required.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple priorities and deadlines.

Responsabilités

• Prepare and process new account applications, transfers, and other client actions.
• Review documentation for accuracy before submission.
• Submit and track transactions across multiple systems.
• Own assigned transactions from initiation through completion.
• Identify and resolve Not-In-Good-Order items and processing issues.
• Maintain visibility into pending business and follow up on requirements.
• Manage transaction workflows from recommendation through implementation.
• Keep CRM updated with transaction status for all stakeholders.

Connaissances

Financial services experience

Attention to detail

Multitasking

Strong communication

Formation

Life and Health license (preferred)

Outils

Fidelity Wealthscape

FireLight

DocuSign

Redtail CRM

Description du poste

Arcadia Financial Group is seeking a New Business Specialist to support implementation and transaction processing, coordinating with advisors, Client Service Specialists, custodians, and insurers. You will prepare, process, and track a wide range of client transactions including account openings, transfers, and annuity applications while ensuring accuracy and compliance.

You will collaborate with various teams across the transaction lifecycle, maintain CRM visibility, and contribute to workflow