Financial Operations Specialist

19 hours ago


Green Bay, Wisconsin, United States TMS Financial Full time

Job Summary

We are seeking a highly skilled Financial Operations Associate to join our team at TMS Financial. This role is a critical member of our organization, responsible for managing diverse tasks, providing exceptional customer service, and working collaboratively with our team.

Key Responsibilities

  • Process new accounts, transfers, contributions, and redemptions, beneficiary changes, and address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Respond to phone inquiries, research, and resolve questions, assist clients with requests
  • Verify that all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls, scheduling client appointments, greeting clients
  • Learn and run various specialized financial software applications
  • Create and update various Excel reports, database projects, and other special projects as directed
  • Create/run client reports
  • Assist with design of client marketing pieces, website maintenance, and social media
  • Plan/develop client appreciation events, announcements, newsletters

Potential Future Opportunities

  • Become a financial advisor
  • Manage investment trading platform
  • Prepare financial plans

This is a year-round position with fewer hours outside of tax season. We offer a family-friendly culture, employee-focused, and great work-life balance.



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