Wealth Management Operations Coordinator Position Available In Collier, Florida

Wealth Management Operations Coordinator PFS Wealth Management Group 5100 Tamiami Trail North, Naples, FL 34103 Operations Coordinator (Job duties and responsibilities are subject to review) Under general supervision, the general duties and responsibilities of the job include, but are not lim.

ited to:

Accountable for the effective coordination and day-to-day operations of the office of PFS Wealth Management. Specific duties include but are not limited to: Work in an independent manner to resolve detailed administrative questions from clients in support of the Advisors Coordinate and ensure processing of all service work, including but not limited to 11-month reallocation Preparation of annual reviews Preparation of transfer histories Preparation and coordination of routine service requests from clients such as withdrawals, address changes, beneficiary changes, etc. Track all commissions due, track all potential business Maintain compliance logs/files Collaborate with other employees. Establish and maintain strong working relationships. Other and general office duties as assigned, to include, but not limited to copying, filing, Accountable for the effective coordination and accurate processing of client applications and files to the appropriate insurance carriers and securities companies in a timely manner, verifying that all essential details are completed before final mailing. Monitor and actively control open transfers by communicating with market counterparties to affect the transfer and resolve problems as they occur, providing status updates to client and advisor. Enter all pertinent data and information into the database system for referencing and record keeping Maintain a strong working knowledge of all relevant products and services. Resolve detailed administrative questions from clients in support of the

Advisors Qualifications:

Minimum three (3) years of general office/administrative support experience. Financial services industry experience desired High school diploma or equivalent. College coursework/degree desired but not required. Ability to build relationships in person and over the telephone. Ability to multi-task, high attention to detail, good organizational and prioritizations skills. Ability to start and finish projects showing quality and timeliness. Computer skills to include intermediate level knowledge of Microsoft Office (Outlook, Word, Excel, etc).

Additional Qualifications :

Proven experience in front desk operations or customer service roles is preferred. Strong skills in calendar management and organizational tasks. Proficient in data entry with attention to detail. Previous experience as a personal assistant or in an administrative capacity is advantageous. Familiarity with general receptionist duties is a plus but not mandatory. Excellent communication skills, both verbal and written. Ability to operate phone systems and other office equipment competently. Proficient in using computer software for administrative tasks (e.g., Microsoft Office Suite). Strong proofreading skills with an eye for detail. We invite qualified candidates who are eager to contribute to our team’s success while enhancing their professional skills in a dynamic environment.

Job Type:

Full-time Pay:

$50,000.00 – $60,000.00 per year

Benefits:

401(k) Flexible schedule Health insurance Life insurance Paid time off Professional development assistance Referral program Retirement plan

Schedule:

8 hour shift Monday to Friday Ability to

Commute:

Naples, FL 34103 (Required)

Work Location:

In person