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Financial Advisor
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Financial Advisor Operations Analyst
2 months ago
Position Overview:
The Operations Analyst will play a pivotal role in streamlining our operational processes, analyzing financial data, opening accounts, and processing client data. This position requires a keen analytical mindset, an understanding of the financial industry, an ability to learn new systems, desire to provide high level of service, and exceptional attention to detail.
Key Responsibilities:
Client Account Service and Onboarding:
Lead the process of opening new client accounts, ensuring accuracy, and compliance with industry regulations.
Assist in servicing client needs on existing accounts including helping with cash movement, processing RMD’s and IRA contributions, and moving money between accounts.
Assist in review and management of Life/Health insurance policies.
Collaborate with financial advisors and operations manager to gather requisite documentation and facilitate seamless integration into our systems.
Proprietary System and CRM Management:
Gain proficiency in the firm's proprietary systems and CRM platforms.
Ensure data accuracy and integrity within the CRM, updating client records, tracking task completion, and tracking interactions.
Data Analysis & Reporting
Gather and analyze data to support the firm's financial advisors and operations manager.
Process and Workflow Enhancement:
Implement approved process changes and monitor their impact, ensuring ongoing refinement.
Qualifications:
3+ years of experience in operations within a financial advisor and/or insurance brokers business.
Basic understanding of financial markets and life/health insurance products.
Tech-savvy with proficiency in financial software tools and systems. Basic understanding of a CRM system.
Proficient in Microsoft Office, specifically Microsoft Excel and PowerPoint.
Upholds confidentiality and maintains high ethical standards.
Currently hold Life and Health Insurance License or desires to obtain this license in 6 months.
Currently hold Series 66 (or Series 65 & 63) licenses or desires to obtain this license in 6 months.
Bachelor’s degree in Finance, Business, Economics, or a related field is a plus.
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