Title: Processor Reports to: Associate Advisor Direct Reports: None 100% onsite in Columbia, MO Salary is up to $50,000 + bonus Area of Focus: Support the Lead Advisor and the broader team by ensuring efficient and accurate handling of paperwork related to financial planning products and services, including underwriting for risk-based products. Key Areas of Responsibility: Manage New Business and Service Processes: Proactively oversee day-to-day operations involving investment and insurance products. Ensure processes are compliant and executed efficiently. Oversee New Business Paperwork and Processing: Complete and review forms for: Investments Insurance Handle investment transfers and insurance underwriting. Client Communication and Updates: Collaborate with the Client Service Coordinator to keep clients, paraplanners, and Associate Advisors informed of progress, including underwriting statuses and investment transfer updates. File Maintenance and Compliance: Maintain client files according to firm and broker/dealer compliance standards. Training and Process Improvement: Assist in creating and updating firmwide training manuals and workflows related to paperwork processing. Office Coordination Backup: Support the Office Coordinator by answering calls, addressing inquiries, and assisting walk-in clients as needed. Additional Duties: Provide support for new business acquisition and servicing of existing accounts and financial plans. Qualifications: Minimum of 2 years of college coursework in math, finance, economics, or related fields. Strong ability to multitask and prioritize tasks effectively. Highly organized with exceptional attention to detail. Initiative to review and optimize processes for greater efficiency. Strong math and logical reasoning skills. Note: This is a confidential job description. Additional details regarding the company and role will be shared with qualified candidates during the interview process.