Hfa new accounts specialist

• Review new account applications and maintenance requests for accuracy, completeness, and compliance with firm and regulatory requirements
• Communicate directly with investment representatives to provide timely feedback and request any missing or corrected information
• Ensure all submissions meet internal standards before processing
• Maintain thorough knowledge of account types, required documentation, and relevant policies
• Accurately document review outcomes and track workflow progress within designated systems
• Collaborate with internal teams to identify process improvements and enhance the client and representative experience
• Respond promptly to inquiries from investment representatives and provide guidance on proper submission procedures
• Uphold high-quality control standards to support operational excellence

• Prior experience in financial services, operations, account opening, or a similar administrative function preferred
• Strong attention to detail with the ability to identify errors and inconsistencies
• Excellent written and verbal communication skills
• Ability to manage multiple tasks in a fast-paced, deadline-driven environment
• Familiarity with brokerage or advisory account structures is a plus
• Proficiency with standard office software and workflow management systems

Familiarity with brokerage or advisory account structures is a plus

• medical
• vision
• dental
• life and disability insurance
• company 401(k) plan