New Business Processor — Wealth Management (Honolulu)

ADP, Inc.; Honolulu (HI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health Insurance (employer paid)

Dental Insurance (employer paid)

Vision Insurance (employer paid)

Health Savings Account

Flexible Spending Account

Paid Vacation

Paid Holidays

Parking Allowance

401k Match

Job summary

E.A. Buck, headquartered in Hawaii with offices in Colorado, is seeking a New Business Processor in Honolulu, Hawaii. The role emphasizes processing life insurance, annuities, and securities, while maintaining client records and handling inquiries by phone or email.

Ideal candidates show detail orientation, urgency, and teamwork in a fast-paced environment. This full-time position requires office experience, strong communication skills, and proficiency with Microsoft Office and Adobe tools.

Qualifications

• Minimum one year of work experience in an office environment.
• Strong verbal and written communication skills.
• Detail oriented.
• Skilled in Microsoft Office / Excel / Word / Adobe.
• College degree preferred.

Responsibilities

• Review and process Life Insurance, Annuity, and Security new business in an efficient manner.
• Process and handle client service requests: address changes, names changes, beneficiary changes, ownership changes, distribution requests, death claims, etc.
• Update and maintain accurate client records
• Professionally handle incoming/outgoing client inquiries by phone or email
• Compile and record client data accurately in the CRM system
• Organize and oversee special projects

Skills

Office experience

Communication

Detail oriented

Education

College degree preferred

Tools

Microsoft Office

Excel

Word

Adobe

Job description

E.A. Buck, headquartered in Hawaii with offices in Colorado, is seeking a New Business Processor in Honolulu, Hawaii. The role emphasizes processing life insurance, annuities, and securities, while maintaining client records and handling inquiries by phone or email.

Ideal candidates show detail orientation, urgency, and teamwork in a fast-paced environment. This full-time position requires office experience, strong communication skills, and proficiency with Microsoft Office and Adobe tools.