What are the responsibilities and job description for the Financial Operations Coordinator position at The LifeWealth Group?
The LifeWealth Group is a forward-thinking organization seeking a highly skilled and detail-oriented Financial Operations Coordinator to join its dynamic team.
This key role plays a pivotal part in the company's success, serving as a vital connection between clients, support teams, and advisors. The ideal candidate will possess excellent communication skills, be proficient in Microsoft Office Suite, and have experience with investments and financial planning.
Key Responsibilities:
- Engage and support the success of the Operations team by assisting with account opening, client service, and portfolio administration.
- Respond to Client Service Requests, including address changes, beneficiary changes, account access, death claims, and tax document requests.
- Assist the Operations department with Retirement Market Deposits (RMDs) and implementation of investment allocations.
Required Skills and Qualifications:
- Bachelor's degree and/or related work experience.
- 0-4 years of experience in a client service role in financial services.
- Series 65 or FPQP certification preferred.
- Excellent communication skills (verbal, written, and listening).
Benefits:
- Dental insurance.
- Flexible spending account.
- Health insurance.
- Health savings account.
- Paid time off.
- Retirement plan.
- Tuition allowance.