Managed Money and Insurance Processor

Job Description Job Description

Job Description

Position Overview
Would you like to join a 24-year established fiduciary financial firm with a strong culture, collaborative team, and exceptional clients? We are seeking a detail-oriented professional to support our advisors in delivering outstanding client service while managing the movement of money between custodians. This role combines account processing, portfolio support, and client service, requiring accuracy, organization, and a client-first mindset.

Key Responsibilities

Client Onboarding & Processing

• Assemble, verify, and submit documentation for new account applications, transfers, and funding.
• Act as liaison between Semmax, clients, and custodians to ensure timely, accurate processing.
• Monitor and manage the progress of asset transfers, verifying funding methods and resolving issues.
• Handle incoming checks for submission and ensure proper processing.
• Update CRM systems and maintain client files with complete accuracy.

Advisor & Client Support

• Partner with advisors to prepare income plan analysis files, insurance illustrations, and other supporting documents.
• Prepare materials for client appointments, including account reviews and follow-up requirements.
• Support ongoing client needs by providing timely, professional communication and updates.
• Assist with scheduling, reporting, and follow-up to ensure seamless client service.

Portfolio & Workflow Management

• Support allocation changes and portfolio rebalancing in coordination with advisors.
• Manage workflows related to money movement, rebalancing, and client document preparation.
• Assist with documenting departmental procedures and developing internal resources for efficiency.

Qualifications

• Required: Proven experience in financial services, specifically processing paperwork and managing client accounts.
• Strong attention to detail and proficiency in managing data accurately.
• Excellent communication skills over the phone, in writing, and in person.
• Professional demeanor with the ability to present confidently to clients.
• CRM and financial software experience preferred (e.g., Redtail, Tamarac, or similar).
• Ability to multitask effectively in a fast-paced environment while maintaining accuracy.
• Strong organizational and time management skills.
• Positive, ethical, and team-oriented approach.

Why Join Us?

• Be part of a well-established, values-driven firm with a reputation for excellence.
• Collaborate with a supportive team committed to growth and client satisfaction.
• Work with clients who trust us to help them achieve their financial goals.
• Competitive benefits package, including:
  • Health insurance
  • 401(k) with employer match
  • PTO and paid holidays

If you are detail-oriented, client-focused, and ready to contribute to a thriving financial services team, we encourage you to apply!