Arcadia Financial
The New Business Specialist at Arcadia Financials is responsible for preparing, processing, tracking, and completing a variety of client transactions such as account openings, transfers, annuity applications, and beneficiary changes. The role ensures operational excellence by minimizing delays, handling NIGO items, and maintaining clear visibility of transaction status across systems and teams.
Live like every day is Saturday with our team of financial advisors in Manchester, New Hampshire.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Arcadia Financial.
11% below the average for this role