What are the responsibilities and job description for the Insurance and Investment Operations Coordinator position at Waypoint Wealth Management?
Are you a highly organized, proactive professional with a strong sense of urgency, excellent communication skills, and exceptional follow-through? Do you thrive in a dynamic, results-driven environment and enjoy working alongside a highly proficient team to deliver outstanding client experiences? If so, we want you on our team!
We are seeking a detail-oriented and proactive Insurance and Investment Operations Coordinator to join our team. In this role, you will support Waypoint Wealth Management, by managing business operations, coordinating client scheduling and onboarding, as well as overseeing insurance underwriting and new investment account opening. The ideal candidate will possess strong communication skills and the ability to analyze complex information effectively. This position is essential in providing exceptional service to our clients while maintaining the integrity of their sensitive information.
Key Responsibilities:
- Business Operations: Oversee daily administrative tasks, optimize workflow, and ensure smooth business operations.
- Insurance Underwriting: Support application processing, client follow-ups, and ensure timely submission to approval.
- Investment Operations: Organize, manage, and coordinate back-office investment account services and support. This includes account opening and investment transfers.
- Client Scheduling & Communication: Manage calendars, coordinate meetings, and ensure seamless, professional client interactions.
- Process & Organization: Collaborate with the team to maintain systems, track progress on key tasks, and ensure no detail is overlooked.
Ideal Candidate:
- Strong sense of urgency and follow-through—nothing falls through the cracks.
- Proactive mindset—anticipate needs and solve problems before they arise.
- Exceptional organizational and time management skills.
- Financial services experience preferred but not required.
- Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others.
- Strong organizational and time management skills with the ability to set priorities and meet deadlines.
- Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment.
- Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly.
- 2-5 years of financial services experience preferred.
- Experience in utilizing a planning process or methodology preferred.
- Experience with both brokerage and advisory platforms preferred.
- Bachelor’s Degree in business, finance and/or equivalent work experience preferred.
- Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment.
- Series 63 and Series 7 to be obtained within the first 12 months of employment.
What We Offer:
- Competitive salary ($60-80k, based on experience).
- Opportunities for professional growth and career development.
- Insurance and investment licensing.
- Hybrid work flexibility.
- PTO
- Paid holidays
- Profit sharing
- A collaborative, supportive environment where your contributions make a real impact.
Join our team as an Insurance and Investment Operations Coordinator, where your expertise will make a significant impact on our clients' lives!
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k) matching
- Disability insurance
- Health insurance
- Parental leave
Supplemental Pay:
- Bonus opportunities
Ability to Commute:
- Bozeman, MT 59718 (Required)
Ability to Relocate:
- Bozeman, MT 59718: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000 - $80,000