Financial Onboarding and Processing Specialist

$51,000 - $58,000/Yr

Business Development Resources - SeaTac, WA

Full-time - Entry Level

SeaTac, WA

Professional, Scientific, and Technical Services

About the position

The Financial Onboarding and Processing Specialist at Business Development Resources (BDR) plays a crucial role in facilitating the efficient operation of the Profit Coach department. This position involves a variety of clerical and administrative tasks, including processing client financial statements, onboarding new accounts, and maintaining client files. The ideal candidate is detail-oriented, proactive, and possesses strong communication skills, contributing to the overall success of the team and its clients.

Responsibilities

• Processing client financial statements as necessary
• Completing onboarding of new Financial Coach accounts
• Working with clients to set foundational structure in accounting software
• Retrieving information from records, emails, and other documents; preparing written summaries when needed
• Responding to and resolving administrative inquiries and questions
• Updating and maintaining templates
• Updating Financial Coach resources as directed
• Completing reporting as directed
• Using tools and resources as provided within specified guidelines
• Maintaining client files and appropriate electronic documentation as directed
• Treating all internal and external customers, clients, and co-workers with respect
• Performing other duties as assigned

Requirements

• 1 year of experience in a related field
• Proficiency in accounting software
• Strong communication skills
• Detail-oriented and proactive approach

Benefits

• 401(k) with employer 3% matching
• Health insurance with minimal employee contribution
• Paid holidays
• Paid time off (PTO)
• Employee assistance program (EAP)
• Life insurance
• Accidental death and dismemberment (AD&D) insurance