New Business Specialist
: Job Details :

Are You Ready to Make Your Mark in Wealth Management? We should talk if you're detail-oriented and love creating order from chaos. ASC Financial Group is looking for a New Business Processor who can turn complex processes into seamless experiences for our clients.

Why This Role Is Different

You know that feeling when everything just clicks into place? When all the details align perfectly, you can sit back, knowing you've created something valuable. That's what this role is about. You'll be the cornerstone of our client experience, ensuring every new relationship starts on the right foot. But let's be honest – you're probably reading this because you're looking for more than just another processing job. Maybe you're:

• Tired of being just another cog in a corporate machine
• Ready to see the direct impact of your work on people's lives
• Looking for a role where attention to detail is celebrated and not taken for granted
• Seeking a company that invests in your growth and values your contributions

What's In It For You?

• Real Impact: Your work directly affects families planning their financial futures
• Growth Potential: We believe in promoting from within – your career path isn't a mystery
• Work-Life Harmony: Standard business hours, no weekend work
• Supportive Team: Join a collaborative environment where questions are welcomed
• Clear Purpose: Every document you process and every form you review helps someone achieve their financial dreams

A Day in Your Life

You'll be the master of transformation – turning complex paperwork into smooth client experiences. Think of yourself as an architect of order, building the foundation for lasting client relationships. You'll:

• Orchestrate new account setups with precision
• Guide advisors through documentation requirements
• Ensure compliance standards are met (without losing your mind)
• Create systems that make everyone's life easier

You'll Love This Role If:

• You find satisfaction in creating perfect processes
• Your friends call you detail-oriented (and mean it as a compliment)
• You enjoy being the go-to problem solver
• You take pride in doing things right the first time
• You want to work with people who appreciate your attention to detail

The Right Fit: We're not looking for just anyone. We need someone who:

• Has a knack for organization and process improvement
• Communicates clearly and professionally
• Takes ownership of their work
• Brings positive energy to the team

About ASC Financial Group

We're not just another financial firm. Based in Bartonsville, PA, we're a team of dedicated professionals who believe in doing right by our clients. We're growing because we prioritize people—both clients and employees.

This role is based in our Bartonsville, PA, headquarters office, and we require in-office presence five days per week. Remote applications will not be considered. Don't worry if your background isn't an exact match – we value potential over perfection.

ASC Financial Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.