Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking a detail-oriented Operations Associate to support the administrative engine of their wealth management practice by creating seamless client onboarding experiences and maintaining compliance and data integrity.
Responsibilities
- Drive Client Onboarding & Account Execution
- Properly establish new client financial accounts by preparing and submitting all required documentation
- Review paperwork for absolute completeness and accuracy to ensure a seamless onboarding experience
- Prepare essential forms and materials for client meetings, ensuring advisors have real-time, accurate data
- Submit and track all required account documentation, actively following through to successful completion
- Maintain Compliance & Data Integrity
- Create and maintain new customer files that are highly organized and fully compliant with industry regulations
- Prepare required ongoing operational forms related to the maintenance of existing client accounts
- Leverage internal systems to maintain secure, consistent, and high-quality documentation controls across all workflows
- Deliver Service Excellence
- Resolve internal and external customer inquiries with clarity, speed, and professionalism
- Maintain strict team standards as set out in our Service Level Agreement (SLA) timing and performance commitments
- Provide top-tier customer service to all internal team members and external client contacts
Skills
- Associate's degree in a related field, or equivalent professional experience
- Exceptional organizational and time management skills; the ability to identify, prioritize, and follow through with team tasks and client needs
- Strong attention to detail with the proven ability to work efficiently and accurately under strict deadlines
- A proactive problem solver and reliable team player with professional oral and written communication skills
- Ability to sit or stand for extended periods in an office environment
- Work on a computer for long durations
- Occasionally lift up to 15 pounds
Benefits
- Comprehensive medical, dental, and vision options
- Company-paid disability and life insurance
- PTO
- Paid holidays
- Volunteer time off
- Paid parental leave
- 401(k) plan
- Robust Employee Assistance Program for professional support
- Hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs
Company Overview
At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world. It was founded in 2012, and is headquartered in Coralville, Iowa, USA, with a workforce of 51-200 employees. Its website is https://bfsfinancialplanning.com.