Financial Operations Specialist

2 weeks ago


Charleston, West Virginia, United States Milestone Financial Solutions Full time

Company Overview

Milestone Financial Solutions is a well-established financial advisory firm dedicated to assisting clients in achieving their financial aspirations. With over five decades of experience, we specialize in guiding individuals through significant financial decisions, including home purchases, business investments, educational funding, and retirement planning.

Position Overview

We are seeking a dedicated, team-oriented, and proactive individual to support our operations in managing service requests and processing new business related to annuities and securities. The ideal candidate will possess a background in financial services and prefer a supportive role that emphasizes collaboration over direct client interaction. A commitment to continuous learning and professional development, including pursuing designations such as CLU, ChFC, or CFP, is essential for success in this position. The ability to adapt and grow in a complex financial environment will be crucial as we strive to enhance our service efficiency.

Key Responsibilities

  • Provide exceptional client service and support.
  • Communicate effectively in both written and verbal formats.
  • Assist in the processing of financial products, ensuring accuracy and compliance.
  • Maintain knowledge of investments, life insurance, and annuities.
  • Engage in ongoing professional development and training.

Qualifications

  • Strong client service and customer relations skills.
  • Excellent communication abilities, both written and verbal.
  • Prior experience in the financial services sector.
  • Familiarity with investment products, life insurance, and annuities.
  • Bachelor's degree in finance, business, marketing, or a related discipline.
  • Possession of Series 6 or 7 license; Life, Health, and Annuities License or willingness to obtain within three months.
  • Experience with financial planning software such as Orion, eMoney Advisor, or MoneyGuidePro is advantageous.


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