21 Operations Associate (Financial Advisory Services) Jobs in Des Moines, IA
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Operations Associate (Financial Advisory Services)
$60k-75k (estimate)
Full Time
1 Week Ago
Vision Financial Group, LLC - Iowa is Hiring an Operations Associate (Financial Advisory Services) Near Des Moines, IA
DescriptionVision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Operations Associate. The successful candidate will have a strong attention to detail and excellent customer service skills. Experience in the financial services field is a plus.
Duties Include
RequirementsQualifications include:
Duties Include
- Properly establishing new client financial accounts by preparing required documentation for opening new accounts
- Reviewing paperwork for completeness and accuracy
- Preparing other required forms related to client accounts
- Preparing forms for client meetings
- Submitting of required documentation
- Creating new customer files that are organized and compliant with regulations
- Resolving internal and external customer inquiries
- Maintaining team standards to complete work within timing and performance commitments
- Providing excellent customer service to internal and external contacts
RequirementsQualifications include:
- High school degree or equivalent required; Associates degree in a related field or equivalent experience preferred
- Solid organizational skills
- Strong attention to detail
- Ability to manage deadlines
- Self-motivation to work efficiently & accurately
- Ability to identify, meet, and follow through with team tasks and client needs
- Excellent time management skills
- Professional oral and written communication skills
- Standing or sitting for extended periods of time in an office environment
- Working on a computer for extended periods of time
- Lifting up to 15 pounds
Job Summary
JOB TYPE
Full Time
SALARY
$60k-75k (estimate)
POST DATE
06/21/2024
EXPIRATION DATE
07/18/2024
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