Operations Associate
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 Financial Services firm, Power Wealth Management in the (Alpharetta, Georgia) area is seeking a full-time Operations Associate. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and desire to work on a high performing team. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client’s financial freedom!
Minimum Requirements:
- Financial industry experience, required
- Previous experience with custodians, preferably Charles Schwab
- Intermediate to advanced computer skills desired, preferably CRM
- Must have experience handling and servicing specific client accounts
- Must understand Tax Qualified and Non-Tax Qualified Accounts
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to work well in a team environment
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Complete and process all applications for business submitted by the Advisor
- Keep CRM updated with client interaction and processes
- Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
- Ensure the accuracy of information provided and all forms needed for all client requests.
- Submit all completed good order applications and forms to the proper agencies
- Follow-up on pending applications, transfers, and money movements.
- Research and analyze application issues and provide problem-resolution
- Answer Advisors’ requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
If you meet or exceed the expectations described above, please apply today!
Salary
Benefits
Hours
- Monday -Friday: 9:00 am – 5:00 pm
- Seminar attendance required
Presented by Advisor Employee Services Thank you for your interest in the Operations Assistant 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. 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!
