Financial Applications Processor / Account Manager

Financial Applications Processor & Account Manager

Full Time | Colorado Springs, CO | In Person

About Us

Senior 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 & 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’ll Do

• Prepare and process financial applications, insurance paperwork, and account forms.
• Track and follow up on applications to ensure each account is properly executed from start to finish.
• Communicate with clients, financial institutions, and teammates to provide accurate, timely support.
• Assist with answering phones, greeting clients, and scheduling appointments.
• Support client reviews and prepare account-related reports.
• Proactively follow department policies to reduce risk for both the firm and our clients.

Qualifications

• Financial industry experience completing and processing applications is a plus (ie: advisor, bank/credit union, tax firm, insurance, or mortgage processing).
• Administrative experience with proficiency in Microsoft Office Suite and Windows-based programs (dual screen experience preferred).
• Strong attention to detail and critical thinking skills.
• Excellent written and verbal communication abilities.
• Customer-service mindset with professionalism under pressure.
• Ability to manage a high-volume workload while staying organized.
• High school diploma or equivalent required; higher education a plus.
• Life/Health license is a plus

Schedule

• Monday through Friday, 8:00 am to 5:00 pm
• Occasional overtime based on workload

Benefits

• Competitive pay / + bonus potential
• 401(k) with company match
• Health, dental, and vision insurance
• Paid time off & paid training
• Employee discounts
• Family-owned, team-oriented culture

Why Join Us?

At Senior Tax Advisory Group, we believe work should be meaningful. You’ll find a supportive environment where your skills are valued, your growth is encouraged, and your contributions make a real difference.

If you’re career-minded, detail-driven, and ready to join an award-winning planning practice, we’d love to hear from you. Please submit your resume and cover letter to apply.

Job Type: Full-time

Pay: $20.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• High school or equivalent (Required)

Language:

• English (Required)

License/Certification:

• Life & Health Insurance License (Preferred)

Shift availability:

• Day Shift (Required)

Ability to Commute:

• Colorado Springs, CO 80918 (Required)

Work Location: In person