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Senior Advisor Operations Associate

2 months ago

Chester, United States Gladstone Wealth Partners Full time

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida.

Job Summary

The Senior Advisor Operations Associate will play a crucial role in supporting the growth and efficiency of our advisor teams. This position is designed to manage and streamline various operational tasks, ensuring that our expanding advisor base receives the necessary support to thrive. The ideal candidate will be adept at handling commissions, billing, compensation agreements, and other administrative duties, contributing to the overall success of our operations.

Primary Responsibilities

  • Oversee the accurate calculation and timely distribution of commissions.

  • Handle all billing processes, ensuring accuracy and efficiency.

  • Manage and maintain compensation agreements, ensuring compliance and accuracy.

  • Administer and manage representative IDs, master records, and numbers.

  • Coordinate and administer changes in advisor office staff, ensuring smooth transitions.

  • Prepare and manage monthly reports for LPL, ensuring all data is accurate and submitted on time.

  • Undertake various projects as needed to support the operations team and advisor base.

Primary Skills & Requirements

  • Proven experience in operations, preferably within the financial services industry.

  • High level of accuracy and attention to detail in managing financial data and administrative tasks.

  • Strong organizational skills with the ability to manage multiple tasks and projects simultaneously.

  • Excellent verbal and written communication skills.

  • Proficiency in relevant software and tools, including MS Office and financial reporting systems.

  • Strong problem-solving skills with the ability to handle complex issues effectively.

  • Ability to work collaboratively with various teams and departments.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

PandoLogic. Category:Logistics, Keywords:Operations Specialist, Location:Chester, NJ-07930