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Senior Tax Advisory Group

Financial Applications Processor &amp; Account ManagerFull Time | Colorado Springs, CO | In PersonAbout UsSenior Tax Advisory Group is a family-owned financial services firm with over 20 years of experience helping individuals plan tax-smart retirements. Our Client Services team plays a vital role in supporting operations and ensuring our clients receive an exceptional experience. We are seeking a dependable, detail-oriented professional to join us as a Financial Applications Processor &amp; Account Manager.This role offers the opportunity to be part of a collaborative team while making a positive impact in the lives of our clients.What You&rsquo;ll Do<ul><li>Prepare and process financial applications, insurance paperwork, and account forms.</li><li>Track and follow up on applications to ensure each account is properly executed from start to finish.</li><li>Communicate with clients, financial institutions, and teammates to provide accurate, timely support.</li><li>Assist with answering phones, greeting clients, and scheduling appointments.</li><li>Support client reviews and prepare account-related reports.</li><li>Proactively follow department policies to reduce risk for both the firm and our clients.</li></ul>Qualifications<ul><li>Financial industry experience completing and processing applications is a plus (ie: advisor, bank/credit union, tax firm, insurance, or mortgage processing).</li><li>Administrative experience with proficiency in Microsoft Office Suite and Windows-based programs (dual screen experience preferred).</li><li>Strong attention to detail and critical thinking skills.</li><li>Excellent written and verbal communication abilities.</li><li>Customer-service mindset with professionalism under pressure.</li><li>Ability to manage a high-volume workload while staying organized.</li><li>High school diploma or equivalent required; higher education a plus.</li><li>Life/Health license is a plus</li></ul>Schedule<ul><li>Monday through Friday, 8:00 am to 5:00 pm</li><li>Occasional overtime based on workload</li></ul>Benefits<ul><li>Competitive pay / + bonus potential</li><li>401(k) with company match</li><li>Health, dental, and vision insurance</li><li>Paid time off &amp; paid training</li><li>Employee discounts</li><li>Family-owned, team-oriented culture</li></ul>Why Join Us?At Senior Tax Advisory Group, we believe work should be meaningful. You&rsquo;ll find a supportive environment where your skills are valued, your growth is encouraged, and your contributions make a real difference.If you&rsquo;re career-minded, detail-driven, and ready to join an award-winning planning practice, we&rsquo;d love to hear from you. Please submit your resume and cover letter to apply.Job Type: Full-timePay: $20.00 - $26.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>License/Certification:<ul><li>Life &amp; Health Insurance License (Preferred)</li></ul>Shift availability:<ul><li>Day Shift (Required)</li></ul>Ability to Commute:<ul><li>Colorado Springs, CO 80918 (Required)</li></ul>Work Location: In person

Financial Applications Processor / Account Manager

Join Senior Tax Advisory Group and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Senior Tax Advisory Group

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Financial Applications Processor / Account Manager