Operations Associate

Financial Integrators • Des Moines, IA

5d • Hybrid

About The Position

We are seeking a detail-oriented Operations Associate to support the administrative engine of our wealth management practice. In this role, you’ll partner with our advisors to create seamless client onboarding experiences, set up new accounts, and keep client files flawless and compliant. If you pride yourself on the details, enjoy solving problems, and love delivering top-notch customer service to clients and team members alike, we’d love to have you on board!

Requirements

• Associate’s degree in a related field, or equivalent professional experience.
• Exceptional organizational and time management skills; the ability to identify, prioritize, and follow through with team tasks and client needs.
• Strong attention to detail with the proven ability to work efficiently and accurately under strict deadlines.
• A proactive problem solver and reliable team player with professional oral and written communication skills.
• Ability to sit or stand for extended periods in an office environment.
• Work on a computer for long durations.
• Occasionally lift up to 15 pounds.

Responsibilities

• Properly establish new client financial accounts by preparing and submitting all required documentation.
• Review paperwork for absolute completeness and accuracy to ensure a seamless onboarding experience.
• Prepare essential forms and materials for client meetings, ensuring advisors have real-time, accurate data.
• Submit and track all required account documentation, actively following through to successful completion.
• Create and maintain new customer files that are highly organized and fully compliant with industry regulations.
• Prepare required ongoing operational forms related to the maintenance of existing client accounts.
• Leverage internal systems to maintain secure, consistent, and high-quality documentation controls across all workflows.
• Resolve internal and external customer inquiries with clarity, speed, and professionalism.
• Maintain strict team standards as set out in our Service Level Agreement (SLA) timing and performance commitments.
• Provide top-tier customer service to all internal team members and external client contacts.

Benefits

• Comprehensive medical, dental, and vision options
• Company-paid disability and life insurance
• PTO
• Paid holidays
• Volunteer time off
• Paid parental leave
• 401(k) plan
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree