Operations Coordinator

Operations Coordinator Lead Advisor, LLC Carmel, IN Job Details Full-time $45,000 - $55,000 a year 3 hours ago Qualifications Investment Attention to detail Staff training Forecasting Business management Full Job Description The Business Operations Coordinator is responsible for three primary functions: facilitating business operations, overseeing business forecasting and case management, and supporting advisor business. A strong candidate for this role will have a high sense of follow-through, ability to work well with others, great attention to detail, and capacity to work in a fast-paced environment while being effective and timely. Specific responsibilities may include but are not limited to:

RESPONSIBILITIES

Business Forecasting:

Responsible for maintaining office case open pipeline Gather and maintain accurate information for case open opportunities for all long-term and short-term cases Track U5 and intern submitted and paid for business daily

Business Operations:

Act as internal office support for questions regarding underwriting, applications, policy deliveries, and case preparation in liaison with the Planning Department and Home Office Build, track, and submit insurance and investment applications Confirm the client has completed all requirements in a timely manner Submit insurance and investment requests to the planning department while checking for accuracy and completion

Business Support:

Resolve billing shortages, questions, and changes while communicating the information to the FR Ensure office U5 fact finders are inspected each pay period to correlate with the new advisor launch program Hold weekly meetings with each U5 FR to talk through case open inventory, committed pipeline, underwriting, and any questions Train new FRs on business operations and administrative processes Brief leadership team with weekly report on FR inventory, activity, and updates

Location:

5x in office

Salary:

45-55k

Pay:

$45,000.00 - $55,000.00 per year

Work Location:

In person