Operations Administrator

Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.

Our Retirement Planning firm, Wilson Financial Group in (Gastonia, NC) is seeking a full-time Operations Administrator. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Minimum Requirements:

Bachelor’s degree preferred
1-2 years of experience working in a professional office and fast-paced environment
Proficient with MS Office Suite
Comfortable and familiar with CRM platforms
Industry experience
Knowledge with financial service platforms; experience with Cambridge Investment Research platform, specifically, is a plus

This position requires that you possess the following skills:

Strong organizational skills
Strong attention to detail
Excellent communication skills; both verbal and written
Self-motivated
Sincere and a caring attitude

Position Overview:

The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethich, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

Key Responsibilities:

Install and maintain clear procedures for account opening, transfer of accounts, follow up with custodians and ongoing client service
Ensure firm is meeting it’s financial service commitments to clients in a manner that is efficient, economical and compliant with all applicable rules and policies
Create and refine HR policies and goals of establishing productive workplace environments
Communicated with the broker/dealer and product sponsor contacts
Processing new client applications
Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
Set, reschedule, confirm appointments
Keep CRM updated
Attend seminars/workshops and follow up with the prospects from the seminars
Work independently and proactively to meet personal business goals
Assist Advisors with follow up on Marketing Leads
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor

If you meet or exceed the expectations described above, please apply today!

Salary:

$50,000-$70,000/year based on experience

Benefits:

Health Insurance (health, dental, vision)
PTO

Hours:

Monday – Friday
Some evenings required for client events

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services Thank you for your interest in the Operations Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Wilson Financial Group

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Operations Administrator