Operations Coordinator

Aston Carter•West Des Moines, IA

3d•$20 - $21•Hybrid

About The Position

This role involves coordinating operations within the Brokerage Operations area, focusing on ensuring timely and independent review and processing of various administrative tasks. The Operations Coordinator plays a crucial role in maintaining high standards of accuracy and efficiency, contributing significantly to the smooth functioning of operations.

Requirements

Proficiency in accounting, reconciling, data entry, and processing.
Experience with annuities, brokerage, and Pershing.
Strong customer service skills.
1+ years of experience in the financial services industry.
1+ years of experience processing in a high volume and deadline-driven environment.
1+ years of experience in a processing, accounting, or production-driven environment.

Nice To Haves

Candidates with a Business degree are preferred but not required.

Responsibilities

Independently review and process Non Registered Associates and Registered Admin testing kits in a timely manner.
Audit paperwork accurately to identify items that are not in good order.
Conduct high-quality check-in calls that add value to newly affiliated individuals.
Send professional welcome emails to newly affiliated individuals, ensuring compliance with Service Level Agreements.
Process transitioning business accurately and in a timely fashion.
Contact product companies for Change of Representative updates and update the status on client tracking sheets.
Close all assigned opportunities in Salesforce promptly to prevent backlog.