New Business Processor – Wealth Management Onboarding

ADP, Inc.; Honolulu (HI); On-site; USD 52,000 - 78,000; Full time

Job summary

E.A. Buck, headquartered in Hawaii with offices in Colorado, is seeking a New Business Processor to join our expanding team in Denver. This full-time role requires process orientation, attention to detail, and the ability to work with urgency.

Responsibilities include reviewing and processing life insurance, annuities, and securities new business; handling client service requests; updating records; and maintaining CRM data. Strong communication and MS Office skills required.

Qualifications

• Strong verbal and written communication skills
• Detail oriented and highly organized
• Deadline driven with ability to work autonomously and in a team

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

Verbal communication

Written communication

Detail oriented

Organization

Deadline driven

Accountable

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 to join our expanding team in Denver. This full-time role requires process orientation, attention to detail, and the ability to work with urgency.

Responsibilities include reviewing and processing life insurance, annuities, and securities new business; handling client service requests; updating records; and maintaining CRM data. Strong communication and MS Office skills required.