Operations Associate

Role Profile Summary

The Operations Associate is responsible for assisting Lead and Associate Advisors in an effort provide exception service to the clients of Park Avenue Capital. This role requires outstanding organizational and communication skills.

Core Responsibilities

· Execute operational tasks including account opening, money movement transactions, and insurance policy implementation.

· Adhere to industry and company compliance standards.

· Maintain exceptional CRM records in accordance with Park Avenue Capital’s CRM guidelines and procedures.

· Provide exceptional client service by assisting with investment account service requests.

Qualifications

· Required

o Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.

o Must be Series 7, 63 and Life/Accident/Health licensed or achieve within 6-months of start date

o 3-5 years in an operational role in the wealth management industry.

Key Characteristics

· Strong desire for personal and professional growth.

· Approachable, respectful, and inclusive communication.

· Ability to give and receive constructive feedback.

· Ability to maintain confidentiality.

· Excellent verbal and written communication and interpersonal skills.

· Proficient in Microsoft Office Suite or related software.

· Proficient in CRM or related software.

· Excellent organizational skills and attention to detail.

Job Type: Full-time

Pay: $76,295.00 - $85,225.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• Hybrid work

Work Location: Hybrid remote in Omaha, NE 68114