arcadiafinancialgroup
New Business Specialist
Manchester, New Hampshire
Sponsorship not specified$50k-$65kDetected 15 days ago
CSSCRMProcess ImprovementLeadershipCommunicationCollaborationProblem SolvingCritical ThinkingOrganizational SkillsMicrosoft Office
About the role
- The New Business Specialist plays a critical role in supporting Arcadia Financials' implementation and transaction processing functions.
- Prepare and process new account applications, transfer paperwork, annuity applications, beneficiary updates, distributions, and account and ownership changes.
- Review documentation for accuracy and completeness prior to submission.
Responsibilities
- Own assigned transactions from initiation through completion.
- Maintain visibility into all pending business and proactively follow up on outstanding requirements.
- Manage transaction workflows from recommendation through implementation.
- Maintain accurate transaction status updates within the CRM.
- Ensure transaction-related activities are updated promptly within the CRM so advisors, Client Service Specialists, and leadership maintain visibility into transaction status.
Requirements
- no prior licensure required or expected.
- Must be able to travel occasionally between Arcadia's Andover, MA and Manchester, NH offices.
- Experience in banking, insurance, operations, mortgage processing, legal support, medical administration, or other detail-oriented environments is highly valued.
- Life and Health license is a nice-to-have
- Exceptional attention to detail and organizational skills - accuracy is everything in this role.
- Ability to manage multiple priorities and deadlines simultaneously.
- Strong critical thinking and problem-solving abilities.
- Strong written and verbal communication skills with a high level of professionalism.
- Transactions are submitted accurately and on time.
- NIGO rates are minimized through thorough review and quality control.
Nice to have
- Experience within financial services is preferred but not required.
- Proficient in Microsoft Office Suite and CRM platforms
- experience with Fidelity Wealthscape, FireLight, DocuSign, and Redtail CRM strongly preferred.
Compensation
- Annual salary range $50,000 - $65,000 depending on experience
Benefits
- Our benefits are designed to support your well-being, growth, and work-life balance, including:
- employer-premium paid health, dental, and vision insurance
- Unlimited paid time off (PTO) and flexible scheduling
- Short-term disability, long-term disability, and life insurance - fully covered
- 401(k) retirement plan with 4% company match
- Professional development and continuing education opportunities
- Engaging workplace perks, including team events, community-focused volunteer initiatives and more
Apply directly at arcadiafinancialgroup →Create a free account for alerts like thisView arcadiafinancialgroup immigration profile
This listing is sourced directly from arcadiafinancialgroup's careers page and normalized into a canonical job model.