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Insurance Operations:

New Account Opening:

Pre-fill insurance applications/e-applications. Review insurance applications, conversions, and policy changes for completeness & accuracy. Arrange medical, paramedical and any exams necessary for underwriting.

Client Service:

Help lead financial advisor expedite the underwriting process and follow up on requirements with clients. Responsible for obtaining the reporting requirements for issued policies. Servicing of existing client policies including but not limited to beneficiary changes, bank account information changes, processing death claims or policy surrender. Key Responsibilities within

Investment Operations:

New Account Opening:

Facilitate onboarding of new client accounts, ensuring accuracy and compliance with regulatory and company standards. Serve as a liaison between clients, advisor, and custodians to address inquiries and resolve issues related to account setup.

Portfolio Trading Support:

Coordinate and process portfolio trades, ensuring timely and accurate execution. Monitor trade settlements and address discrepancies or trade breaks promptly. Work closely with the home office to ensure efficient workflows.

Client Service:

Provide top-tier client support by addressing inquiries related to accounts, trades, and other operational matters. Collaborate with advisors and other internal teams to deliver seamless client experiences. Troubleshoot and resolve client issues efficiently, maintaining professionalism at all times.

Asset Movement:

Process and monitor asset transfers, contributions, withdrawals, and wires with precision. Ensure all asset movement transactions comply with internal policies and external regulations. Proactively communicate with stakeholders to ensure transparency and accuracy in asset movement activities.

Qualifications:

2+ years of experience in investment operations, financial services, or a similar role. Minimum of 1 year of experience in an administrative support role.

Education:

Bachelor's degree in Business Administration, Communication, or a related field is preferred. Strong understanding of financial products, trading processes, and account operations. Excellent analytical, problem-solving, and organizational skills. Exceptional communication skills, with the ability to work collaboratively across teams. Must be able to pass a basic background screening for the securities industry. Preferred Certification Requirements, but required post-employment: Securities Industry Essentials (SIE) certification required. Series 6/7 and Series 63 or 66 certifications required. Life, Accident, and Health Insurance certification. Bachelor's Degree in Finance, Economics, Business, or a related field is preferred.

Key Responsibilities Administrative Support:

Provide comprehensive support to executives, including managing schedules, and organizing meetings with new and existing clients.

Communication Management:

Act as the primary point of contact between the financial advisor and internal/external stakeholders. Handle correspondence, draft emails, and maintain clear communication channels.

Client Meeting Coordination:

Schedule and coordinate meetings, conference calls, appointments and prepare agendas.

Project Support:

Provide support on special projects and initiatives as needed, ensuring timely delivery and adherence to quality standards.

Skills:

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Strong organizational and multitasking abilities. Excellent written and verbal communication skills. Attention to detail and problem-solving skills. Ability to work independently and as part of a team. This role is expected to start at 20 hours per week and transition to 40 hours per week in the new year.

Pay:

$16.00 - $22.00 per hour Expected hours: 20.0 per week

Work Location:

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Find & Apply For Personal Financial Advisor Jobs in Fly Creek, New York

Operations Associate