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 client\xe2\x80\x99s 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
Reports include: CCV\xe2\x80\x99s, Case Notes, IFL\xe2\x80\x99s
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 employer\xe2\x80\x99s discretion
Health, Dental and Vision
Retirement plan with employer match and discretionary profit sharing
Employer Paid Continuing Education
Maternity / Paternity Leave
And More
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