1847Financial - New Jersey · 1 day ago
New Business Coordinator
Medford, NJ
Full-time
Onsite
New Grad, Entry Level
$22/hr - $32/hrCambridge Financial Group LLC, an 1847Financial Affiliated Firm, is a well-established financial planning firm dedicated to delivering high-quality service. They are seeking a highly organized and detail-oriented New Business Coordinator to manage paperwork and support operational tasks.
Financial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Eron Vizcaya
Responsibilities
Coordinate and manage the flow of all paperwork across the firm
Process new account applications, transfers, and custodial documentation
Prepare, submit, and track life insurance applications
Coordinate tax-related documentation and communicate with clients and tax professionals
Maintain accurate, well-organized records in the firm’s CRM and planning software
Support the financial advisor by ensuring all operational tasks are completed accurately and on time
Communicate with clients regarding outstanding paperwork, signatures, and follow-up items
Assist with preparation for client meetings as needed
Take on additional responsibilities as you grow and become acclimated to the role
Qualification
Required
Exceptional attention to detail and a high level of accuracy
Strong organizational skills with the ability to manage multiple tasks and deadlines
A process-oriented mindset with satisfaction in completing work thoroughly and correctly
Strong analytical and problem-solving skills
A caring, client-first attitude and professional communication style
Willingness to learn, adapt, and master evolving systems and procedures
Preferred
Prior experience in the financial services industry
Experience with financial, mortgage, insurance, or tax-related document processing
Benefits
401(k) with employer matching
Health insurance
Paid time off
Training and professional development opportunities
Company
1847Financial - New Jersey
Welcome to 1847Financial's New Jersey HQ LinkedIn page! Penn Mutual was founded in 1847.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase