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Barnum Financial Group · 1 month ago

Business Operations Coordinator

Elmsford, NY

Part-time

Onsite

New Grad, Entry Level

$20/hr - $25/hr

0+ years exp

Barnum Financial Group is a growth-focused wealth management team dedicated to long-term success and meaningful client relationships. The Business Operations Coordinator plays a key role in driving team initiatives, managing internal and external correspondence, and maintaining exceptional client relationships.

Financial ServicesInsuranceService Industry

Growth Opportunities

Responsibilities

Accurately complete, submit, and follow up on status of all new business applications

Handle incoming calls in a friendly and professional manner

Schedule and confirm appointments in a timely manner

Assist with file prep, paper filing and mailings

Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate

Ensure all client records are compliant with company and regulatory guidelines

Provide ad hoc support on assigned projects and any escalations

Qualification

Microsoft OfficeTechnology proficiencyVerbal communicationWritten communicationClient confidentialityClient-first attitudeDetail-orientedCollaboration