Our client, a leading financial group in the Green Bay area who works with individuals and businesses to develop a financial plan, create customized executive benefits programs, implement a needs-based insurance strategy or prepare a detailed asset allocation analysis, seeks a Financial Processor to assist the group in daily tasks. The incumbent in this position will perform administrative tasks to assist in the processing of financial forms and applications.

Qualified Candidates will:
-Display excellent communication skills, strong organizational and follow-up skills, with the ability to manage a high-volume of paperwork.
-Have excellent computer skills with the ability to use the Internet to locate and complete forms.
-Possess an interest in brokerage forms and applications and display a solid understanding of financial applications.
-Communicate effectively with customers and underwriters over the phone and in writing.
-Display strong, outgoing personality, with the ability to take direction and multi-task.