21 Operations Associate (Financial Advisory Services) Jobs in Des Moines, IA
Vision Financial Group is Hiring an Operations Associate (Financial Advisory Services) Near Des Moines, IA
Full-time
Description
Vision 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:
- 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
Vision Financial Group offers a full array of benefits including medical, dental, and vision insurance, 401(k) plan with company contribution, Paid Time Off, Volunteer Time Off, flexible working arrangements, and a professional, supportive work culture.
Requirements
Qualifications 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
Salary Description
Competitive Wages
Job Summary
Full Time
$67k-81k (estimate)
06/26/2024
07/15/2024
visionfinancial.com
COLUMBIA, MD
<25
1993
JASON WESZKA
<$5M
Business Services
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About Vision Financial Group
We believe that the right people, following the right process, can produce the right results. Thats why we take a team-based approach to everything we do. Our clients are supported by a team of advisors and specialists working together to produce the optimal client experience. In our firm, teamwork makes the difference. This communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, ME, MO, NC, ND, NH, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various stat...e regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Vision Financial Group | 9881 Broken Land Pkwy, Suite 220 Columbia, MD 21046 | 410.910.9740 www.commonwealth.com/termsofuse.html
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