Business Operations Specialist

2 weeks ago


Winter Park, Florida, United States Advisor Employee Services Full time

Business Operations Specialist Opportunity

Are you meticulous and enthusiastic about the financial sector? A dynamic financial organization is seeking a Business Operations Specialist to enhance their expanding workforce. If you are committed to delivering outstanding client support and possess experience in managing essential documentation, we are interested in your profile. Become part of a firm that prioritizes both its employees and clients.

Key Qualifications:

  • Preferred experience in handling new business documentation
  • Intermediate to advanced proficiency in computer applications
  • Proficiency in Excel is essential
  • Familiarity with Annuity applications and transfers is advantageous
  • Understanding of Tax Qualified and Non-Tax Qualified Accounts is preferred
  • Experience with Brokerage and Life Insurance accounts is a plus

Essential Skills:

  • Exceptional organizational abilities and attention to detail
  • Capability to manage critical documentation independently
  • Strong communication skills
  • Self-motivated and process-oriented
  • Ability to follow through on tasks

Core Responsibilities:

  • Process applications submitted by financial Advisors
  • Ensure the accuracy and completeness of all documentation
  • Submit applications to relevant insurance and security agencies
  • Follow up on outstanding applications
  • Address and resolve issues related to applications
  • Assist Advisors with their requirements promptly
  • Perform additional duties as assigned

Compensation:

  • Salary range of $45,000 - $55,000, commensurate with experience

Employee Benefits:

  • Comprehensive Medical coverage
  • 401(K) retirement plan
  • Generous Paid Time Off

About Advisor Employee Services:

Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors across the nation in their recruitment needs. Be part of a culture that emphasizes client service and professional development.



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