New Business Operations Associate

AmeriLife; Wheaton (IL); On-site; USD 61,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is hiring a New Business Associate to efficiently process new client applications, ensuring accuracy and regulatory compliance. You’ll verify documents, input data, and liaise with advisors to keep applications moving smoothly.

The role requires attention to detail, strong communication, and the ability to work independently in a fast-paced environment with cross-functional teams.

Qualifications

• Bachelor’s degree in finance, business administration, or a related field.
• Previous experience in processing, financial services, or a similar role preferred.
• Strong attention to detail and accuracy in data entry and document verification.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office suite and experience with investment management software preferred.
• Knowledge of regulatory requirements related to investment processing is a plus.
• Commitment to maintaining confidentiality and handling sensitive information with discretion.
• Previous experience in the technology, software, or professional services industries preferred.
• Familiarity with sales methodologies such as consultative selling, solution selling, or challenger sales preferred.
• Experience working with cross-functional teams and managing complex sales cycles preferred.Knowledge of relevant industry regulations and compliance requirements preferred.

Responsibilities

• Reviewing new client applications for completeness and accuracy.
• Verifying supporting documentation, such as identification, financial statements, and legal agreements.
• Inputting applicant information into the company's portal accurately and efficiently.
• Communicating with advisors to clarify information, request additional documents, or provide updates on application status.
• Collaborating with internal teams to facilitate the application process.
• Ensuring compliance with regulatory guidelines and internal policies throughout the application processing cycle.
• Maintaining accurate records of application status, correspondence, and decisions made.
• Providing exceptional customer service to advisors by addressing inquiries promptly and professionally.
• Identifying opportunities for process improvements to enhance efficiency and effectiveness.

Skills

Attention to detail

Data entry

Communication

Independent work

Team collaboration

Microsoft Office

Investment software

Regulatory knowledge

Confidentiality

Sales experience

Cross-functional teamwork

Education

Bachelor’s degree in finance or related field

Tools

Investment management software

Microsoft Office

Job description

AmeriLife is hiring a New Business Associate to efficiently process new client applications, ensuring accuracy and regulatory compliance. You’ll verify documents, input data, and liaise with advisors to keep applications moving smoothly.

The role requires attention to detail, strong communication, and the ability to work independently in a fast-paced environment with cross-functional teams.