Operations Specialist
3 weeks ago
Operations Specialist Opportunity in Des MoinesAs an Operations Specialist, you will play a crucial role in supporting lead advisors by executing business activities and ensuring seamless operations. Your responsibilities will include preparing client information, maintaining positive client relationships, and responding to client needs through managing account openings, processing forms, and executing transactions. You will handle client requests, execute trades, and serve as a potential backup trader for batch-trading execution. Additionally, you will manage critical documents using DocuSign and DocuPace, process mail, run daily reports, and assist in financial plan construction. You will also engage in basic economic research and contribute to a collaborative and team-oriented environment, supporting the company's recruiting process and growth goals.Responsibilities:Prepare client information and maintain positive relationships with clients.Manage account openings, prepare and process forms, and execute transactions as needed.Execute client requests including Required Minimum Distributions (RMDs) and Money Transfers.Answer and direct phone calls to the appropriate contact.Execute trades of stocks, bonds, and mutual funds at an individual account level.Serve as a potential backup trader for batch-trading execution of advisory-program accounts.Send and log critical documents via DocuSign and DocuPace software.Open and process mail.Run and email daily reports.Complete recurring task lists.Assist in financial plan construction.Utilize Bloomberg Report applications for basic economic research.Facilitate a collaborative and team-oriented environment.Support the company's recruiting process and growth goals.Perform other duties as assigned.Essential Skills:Experience in operations and customer support.Proficiency in Microsoft Excel and data entry.Experience in brokerage operations and administrative support.Ability to transfer data and manage accounts.Experience in processing orders and financial planning.Additional Skills & Qualifications:Bachelor's Degree (or equivalent) preferred.Preference for 4-6 years of investment industry experience.Preference for holding FINRA licenses.Ability to pass the SIE exam within 3 months of hire.Ability to pass the Series 7 exam within 3 months of completing SIE.Ability to pass the Series 66 exam within 3 months of completing Series 7.Work Environment:You will be working in an open office environment with client contact. The setting is fast-paced with reasonable noise levels. The role requires on-site attendance, with sporadic short-term remote work available upon request and supervisor approval, typically during inclement weather or personal emergencies.Job Type & Location:This is a Permanent position based out of Des Moines, IA. Pay and Benefits The pay range for this position is $65000.00 - $75000.00/yr.Application Deadline:This position is anticipated to close on Dec 18, 2025.
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Marketing Operations Specialist
2 weeks ago
Des Moines, United States Wellmark Full timeMarketing Operations Specialist The Marketing Operations Specialist plays a pivotal role in supporting and enhancing the Marketing & Corporate Communications team by streamlining processes, implementing technology solutions, and enabling cross-functional collaboration. This position is essential for coordinating diverse workgroups to address business...
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Marketing Operations Specialist
3 days ago
Des Moines, United States Wellmark Full timeMarketing Operations SpecialistThe Marketing Operations Specialist plays a pivotal role in supporting and enhancing the Marketing & Corporate Communications team by streamlining processes, implementing technology solutions, and enabling cross-functional collaboration. This position is essential for coordinating diverse workgroups to address business...
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Automotive Operations Specialist
2 weeks ago
Des Moines, IA, United States MSX International Full timeCompany Description MSX has been a trusted partner to leading vehicle manufacturers, their retailers, and mobility organizations globally for more than 30 years. Our unwavering commitment is to help our clients transform their businesses and effectively manage operations in the areas of: Sales Performance; Repair Optimization and Compliance; Parts and...
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Marketing Operations Specialist
1 day ago
Des Moines, United States Wellmark Blue Cross and Blue Shield Full timeCompany DescriptionWhy Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we’ve built our reputation on over 80 years’ worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors–our members. If you’re passionate about joining an...
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Clinical Operations Specialist
1 week ago
Des Moines, Iowa, United States Innovive Health Full timeThe Clinical Operations Specialist is responsible for managing all clinical operations reporting related to timely documentation and compliance. The COS I also manages all office and medical supplies inventory, triages incoming calls, and supports the Clinical Director, Patients Services Coordinator, and Operations Director as...
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HR Operations
4 weeks ago
Des Moines, United States EMC Insurance Full timeA leading insurance provider is seeking an HR Service Delivery Specialist in Des Moines, IA. This mid-senior level position involves streamlining HR operations, maintaining team member records, and ensuring efficient benefits administration. Candidates should have a bachelor's degree and at least three years of experience in HR operations. The salary range...
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Marketing Operations Specialist
7 days ago
Des Moines, Iowa, United States Wellmark, Inc. Full timeCompany Description Why Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we've built our reputation on over 80 years' worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors–our members. If you're passionate about joining an...
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Marketing Operations Specialist
2 weeks ago
Des Moines, IA, United States Wellmark Full timeCompany DescriptionWhy Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we've built our reputation on over 80 years' worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors-our members. If you're passionate about joining an organization...
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Marketing Operations Specialist
1 week ago
Des Moines, Iowa, United States Wellmark Blue Cross and Blue Shield Full timeCompany DescriptionWhy Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we've built our reputation on over 80 years' worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors–our members. If you're passionate about joining an...
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Marketing Operations Specialist
1 week ago
Des Moines, IA, United States Wellmark Full timeCompany DescriptionWhy Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we've built our reputation on over 80 years' worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors-our members. If you're passionate about joining an organization...
