What are the responsibilities and job description for the Account Operations Administrator position at Matson Money?
Matson Money, Inc.
Position: Account Operations Administrator
Location: Mason, Ohio
Reports to: Director of Operations
This is a 100% in office position, not remote
Who We Are:
At Matson Money, our purpose is to empower families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love. Founded in 1991 by Mark Matson, Matson Money is a dynamic growing money management and coaching firm with offices in Mason, OH and Scottsdale, AZ. We currently manage over $9 billion in assets. We are looking for a positive, service-oriented individual to join our growing team as an Account Operations Administrator.
Our core values are based on the ideals of the American Dream: Integrity, Entrepreneurial Spirit, Education & Inquiry, Coaching, and Free Markets Work. We are committed to providing a work environment where there is equal opportunity to achieve success and prosperity through hard work, determination, and initiative.
We are bold. We are Accountable. We are Committed. We are Fearless.
Who You Are:
As one of our Account Operations Administrators, you are someone who has a passion for providing and anticipating clients’ and advisors’ needs. You bring enthusiasm, motivation, and leadership to all that you do while being supported by a high-performance team that is committed to extraordinary, world-class service.
- Positive, energetic, friendly, unstoppable, and service-oriented
- Highly motivated, fearless, hardworking, and team-oriented
- Team focused with ability to work independently, occasionally with little guidance or direction
- Highly attentive to details
- Inclined to fact-find and geared toward follow-through, a natural problem-solver
- Ability to work well with repetitive routines and under pressure
- Passionate about personal development and transformation
Accountabilities:
Under the direction of the Director of Operations, the New Account Coordinator’s primary responsibility will be to provide back-office support to the Investment Services Specialists who work directly with Registered Investment Advisors and Registered Representatives acting as Co-Advisors and/or Solicitors on behalf of Matson Money.
Preferred Requirements:
- Proficient in Microsoft Office products
- Excellent communication skills
- 2 years of customer service or financial service
Benefits:
- 401(k)
- 401(k) Matching
- Competitive Salary
- Dental Insurance
- Flexible Spending Account
- Health Insurance
- Health Savings Account
- Life Insurance
- Paid Time Off
- Paid Training
- Vision Insurance
We’re looking for people who are willing to discover their true purpose and co-create a future of possibilities with us. If the above speaks to you, we want to invest in you and can teach you the industry. Join us in empowering families to achieve peace of mind, abundance, and greatness!