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Job Description
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Operations Associate – Hybrid
Our financial practice provides comprehensive financial planning and expertise, centered around integrity and loyalty toward our clients, their families, their businesses, and their vision. Our integrity and relentless focus on putting the client first is why our clients feel confident they can focus on their vision and trust we will bring it to life.
We are looking to add a full-time Operations Associate to join our team. The right fit is a self-starter who thrives in a fast-paced environment, is highly organized, and enjoys working on multiple client needs at once. The Operations Associate is responsible for the seamless processing of the clientxe2x80x99s plan. This includes completing insurance and investment paperwork, underwriting, and coordination of deliverables.
The role will be responsible for:
Our financial practice provides comprehensive financial planning and expertise, centered around integrity and loyalty toward our clients, their families, their businesses, and their vision. Our integrity and relentless focus on putting the client first is why our clients feel confident they can focus on their vision and trust we will bring it to life.
We are looking to add a full-time Operations Associate to join our team. The right fit is a self-starter who thrives in a fast-paced environment, is highly organized, and enjoys working on multiple client needs at once. The Operations Associate is responsible for the seamless processing of the clientxe2x80x99s plan. This includes completing insurance and investment paperwork, underwriting, and coordination of deliverables.
The role will be responsible for:
- CRM data input and maintaining compliant Client Files
- Supporting in case prep including preparing materials for client review meetings
- s include: CCVxe2x80x99s, Case Notes, IFLxe2x80x99s
- Handling incoming service requests from clients to include processing address changes, bank change information, loan requests and billing account inquiries.
Supporting the Insurance underwriting process including:
- Accurate completion of all applications (including confirming illustrations)
- Scheduling of medical exams
- Tracking and communication to get e-signatures back within 3 days
- Monitor and expedite applications in underwriting
- Track delivery requirements
- Expert in applications, billing accounts and dating
Supporting the Investment account workflow including:
- Accurate completion of all paperwork (including confirming proposals)
- Tracking and communication to get e-signatures back within 3 days
- Opening and tracking new accounts
- Clear communication with team and clients throughout the process
- Same Date alerts to Director of Investments when accounts are ready to trade
Qualifications:
- Life, Accident and Health License preferred or ability to obtain within three months of employment
- Investment licenses 7 & 63 or equivalent preferred or ability to obtain within six months of employment
- Post-secondary degree preferred
Benefits Include:
- Hybrid Work Schedule
- Unlimited PTO at employerxe2x80x99s discretion
- Health, Dental and Vision
- Retirement plan with employer match and discretionary profit sharing
- Employer Paid Continuing Education
- Maternity / Paternity Leave
- And More
