Operations & Financial Planning Specialist

Skylight Financial Group•Cleveland, OH

1d•Onsite

About The Position

Ready to work with a team that appreciates your natural ability to coordinate, communicate, and accurately complete your job, making sure it’s done right? Ready to work in a fast-paced, team-oriented environment with people that are there to succeed, not just survive? We’re looking for a highly detailed and dependable operations and financial planning specialist to provide comprehensive support to our team. Someone who can respectfully do their part to keep the team on track, informed, and accountable. The ideal candidate will be able to multitask, communicate effectively, and have strategic accountability to assist in streamlining and enhancing productivity. This role is integral to the accuracy, efficiency, and client experience of our firm. Key to this role is precision, process excellence, confidentiality, and teamwork within a high-trust advisory environment. We are a rapidly growing financial services company. We need someone to help us manage the momentum with a professionalism that shines through.

Requirements

Strong attention to detail and high level of accuracy
Excellent organizational and time management skills
High degree of integrity, discretion, and confidentiality
Strong written and verbal communication skills
Proficiency in Microsoft Office (Excel, Word, Outlook)
Ability to manage multiple workflows simultaneously
Reliable and dependable work habits

Nice To Haves

Experience in financial services, wealth management, or insurance operations
Familiarity with eMoney Advisor or other financial planning software
Experience with annuity or insurance new business processing
Understanding of securities transactions and account opening procedures
Process-oriented mindset
Analytical and detail-driven
High follow-through and accountability
Calm under deadline pressure
Team-oriented
Client service focused

Responsibilities

Financial Planning Support
Input and maintain client financial data in eMoney Advisor software
Assist in preparation of financial planning deliverables and supporting documentation
Create and maintain comprehensive client document inventories
Support data gathering efforts for new and existing clients
Organize client financial information for plan updates and review meetings
Coordinate scheduling related to planning meetings and follow-ups
Assist the Paraplanner and Senior Advisors with strategy implementation logistics
Ensure accuracy and completeness of client records and planning inputs
Operations & New Business Support
Track and resolve client service requests to completion
Submit and monitor new business applications for: Life Insurance Disability Insurance Long-Term Care Insurance Fixed Annuities Variable Annuities RILA (Registered Index-Linked Annuities)
Assist with securities transaction processing
Support new account opening and transfer paperwork
Track pending business and follow up with carriers, custodians, and clients
Maintain compliance documentation and workflow tracking
Provide general administrative support to the Operations team as needed