What are the responsibilities and job description for the Operations Associate position at American Independent Securities Group?
We are seeking an Operations Associate. Candidates should have a dynamic, self-starter attitude and should have a long-term time horizon for developing and growing in this role. Candidates should have a proven background in utilizing technology to automate business processes, and a demonstrated history of success in a similar role within the financial services industry is a plus. Additionally, a successful candidate will exhibit the ability to collaborate with others and demonstrate a desire to improve the overall firm.
Benefits include:
Competitive pay-based on experience
Health, Dental and Vision Insurance
Paid Time Off
Paid Sick Days
401k with matching after 1st year
Duties may include but are not limited to:
Answering phone and email
Data Entry
Completing administrative tasks as assigned
Preparing/Collecting Reports
Processing of accounts and service work
Qualifications:
- Highly motivated personality with a conscientious work ethic and a team-player attitude
- Excellent communication skills, both oral and written
- Well-organized and able to plan effectively for time-sensitive reporting requirements
- Flexible and able to adjust to an ever-changing environment of technology and client expectations
- Ability to change focus at any time to meet urgent items
- Willing to take on new challenges as situations arise and try new methods that improve overall efficiency within the department
- Excellent moral and ethical character
- Excellent attention to detail
- Must form and maintain good relationships with advisors, vendors and co-workers
Preferred: Previous securities industry experience
Must be willing to complete fingerprinting and background checks