The Business Operations Coordinator, reporting to the Assistant Manager Contracts and Compensation, is required to handle project work in support of Firms & Advisor contract maintenance of several sales channels (Group, ADSL, MGA and National Account). The role is responsible for updates of advisor contact information that enables the ongoing payment of compensation and correct advisor data management for purposes of annual taxes. The individual works in a team environment to handle transactions including, but not limited to: Corresponding with partners (internal and external alike), regulatory authorities and customers related to updating contact information in a variety of systems. Review and process maintenance changes/updates. Updating upwards of eight separate systems - accuracy is especially key in this role. Delivering a professional and courteous level of customer service through all channels of communication and business channels. Provide administrative support within individually assigned business unit, including, but not limited to, activities such as information management - i.e. appropriate filing and archiving of emails and other information. Other administrative tasks as required.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree