Senior Business Processing Specialist at BlueStem Wealth Partners
Litchfield, MN 55355, USA -
Full Time


Start Date

Immediate

Expiry Date

27 Nov, 25

Salary

50000.0

Posted On

27 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

WHO WE ARE

At Bluestem Wealth Partners, we believe financial planning isn’t just about numbers, it’s about creating possibility. We help people design lives they’re excited to live, and we take pride in delivering exceptional client experiences that are built on trust, clarity, and care.
We are a high-performing firm with bold growth goals, and we’re just getting started. What makes us different? Our culture. We show up for our clients and for each other. We operate as a team. We lead with heart. And we believe that growth and compassion are not mutually exclusive, they’re what set us apart.

BENEFITS:

  • Health insurance
  • 401k with employer match
  • Life insurance
  • Long and short-term disability insurance
  • Generous flexible time off
    Ready to help us build the future of Bluestem Wealth Partners?
    Apply today and let’s grow—together.
    Note: This job description is not exhaustive and may evolve to meet the changing needs of the organization.
    Job Type: Full-time
    Pay: $50,000.00 per year

Benefits:

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

Application Question(s):

  • Do you have past experience processing complex third party paperwork including insurance, annuities, and other investment products?
  • Do you currently have your life/health insurance license, or are willing to obtain?
  • Number of years experience in the financial services industry? (3+ years is optimal)

Ability to Commute:

  • Litchfield, MN 55355 (Required)

Work Location: In perso

Responsibilities

We are seeking a highly organized and detail-oriented Senior Business Processing Specialist to join our team in the Litchfield, MN office. This key position plays a vital role in ensuring the accuracy and efficiency of our business operations, with a primary focus on managing complex third-party paperwork and enhancing the client experience, in a highly regulated industry.
As a top contributor to the success of our team, this individual will collaborate closely with cross-functional partners, particularly our Client Concierge team, to facilitate seamless processing and service delivery. Additionally, this role provides leadership & support to the Centralized Services Business Processing team as needed.

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