Business Operations Senior Representative

Beacon Hill - Job Details
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Business Operations Senior Representative

Saint Paul, Minnesota

|

Full Time

|

$ 21 - $ 24 per hour

Saint Paul, Minnesota

Full Time

$ 21 - $ 24 per hour

January 20, 2023

|

Job ID: 1321652_1674253663

January 20, 2023

Job ID: 1321652_1674253663

Job Summary

Job Id: 1321652_1674253663 Apply Now

Responsibilities include but not limited to:

  • Perform Financial Professional licensing check, index application appropriately and communicate with our internal Corporate Licensing to resolve licensing errors.
  • Support and assist all of New Business Operation teams that may include but is not limited to; sending paperwork to outside company, monitor the New Business Suitability email inbox and appropriately addresses received emails, and filing paperwork and handling returned mail.
  • Miscellaneous duties to include (Tram pick up, mail slots, back scanning, filing paperwork and processing return mail)
  • Entering confidential client information into the Back Office Support System (BOSS).
  • Establish New Accounts: Perform quality review of new account paperwork by determining account registration, reviewing, and analyzing various forms for accuracy and completeness, and opening the account in the system when paperwork is in good order.
  • Write a detailed description of issues identified during the quality review process for communication to advisor when paperwork is not in good order.
1321652_1674253663

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

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.

We look forward to working with you.

Beacon Hill. Employing the Future™