Operations Coordinator for Financial Services

3 days ago


Farmingdale, New Jersey, United States CSI Group Full time
Job Description

We are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at CSI Group. This role involves supporting the Financial Services Team by processing annuities, investments, and various financial products efficiently.

To succeed in this position, you will need to possess excellent organizational skills, a strong attention to detail, and effective communication abilities. Previous experience in financial services, investment operations, or administrative support is a plus.

This is an excellent opportunity for individuals looking to grow their career in financial services or transition into a new role. If you are a proactive and results-driven professional, we encourage you to apply.

Key Responsibilities:

  • Process annuity and investment applications accurately and efficiently.
  • Monitor and follow up on submitted applications to ensure timely approval and execution.
  • Resolving discrepancies or issues with carriers, custodians, or clients promptly.

Qualifications and Requirements:

  • Bachelor's degree in finance, business administration, or a related field preferred.
  • Previous experience in financial services, investment operations, or administrative support is a plus.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.

Compensation and Benefits:

  • Competitive salary range: $45,000 - $55,000 per year, based on experience.
  • Opportunities for professional development and growth within the company.
  • A comprehensive benefits package and a collaborative team environment.


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