Processing Associate in King Of Prussia - 50K salary!
Our client, a rapidly growing financial services firm in King of Prussia, PA, is seeking a detail-oriented Processing Associate to join their team. This individual will play a key role in supporting the Processing Department by ensuring the accuracy, organization, and timely submission of client applications related to life insurance, annuities, and long-term care products. This opportunity is ideal for someone who is eager to build experience within financial services operations in a fast-paced, team-oriented environment. About the Job: Obtain and update the status of pending client paperwork and applications, ensuring all items are progressing efficiently toward completion. Serve as a key point of contact by communicating with clients, insurance carriers, brokerages, banks, and other institutions to follow up on outstanding requirements. Assist with the preparation, review, and submission of client applications, ensuring all information is complete and accurate prior to submission. Maintain both physical and electronic filing systems to ensure all client documentation is organized, up-to-date, and easily accessible. Track and oversee fund transfers (client-to-trustee and trustee-to-trustee), ensuring timely and accurate completion. Conduct research via insurance carrier platforms, email, and mail correspondence to support processing activities and resolve outstanding items. Perform consistent and accurate data entry into internal systems and tracking spreadsheets. Monitor workflow to ensure tasks are completed within established timelines and quality standards. Collaborate with internal teams to support overall processing operations and meet departmental goals. Review internal procedures and systems, providing feedback and suggestions for process improvements. About You: You have 1 years of experience in an office, administrative, or customer-facing environment (including through internships, part-time roles, or early professional experience!). You have a Bachelor's degree. You are highly detail-oriented, with a strong focus on accuracy when handling sensitive information and documentation. You are organized and able to manage multiple tasks and deadlines in a fast-paced, high-volume environment. You have strong communication skills and are comfortable interacting with clients and external partners via phone and email. You are proactive and resourceful, with the ability to research and resolve issues while maintaining follow-through. You are a collaborative team player with a positive attitude and a willingness to learn and grow within the role. This is an excellent opportunity to join a growing organization offering hands-on training and exposure to financial services operations. This role is fully onsite in King of Prussia, PA, offering $50,000 annually. If you're looking to build a strong foundation in a detail-driven, professional environment, please apply with a Microsoft Word version of your resume! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)
