Processing Associate in King Of Prussia – 50K salary!

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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!

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