Job Description & How to Apply Below
Job description:
Business Operations Associate
General ResponsibilitiesThe Business Operations Associate role is to provide all aspects of support to financial advisors to ensure that their focus remains on building their financial planning practice.
Role- Support financial advisors with their operations and administrative management.
- Connect with financial advisors individually regarding ideal calendars, process, work flow and communication skills.
- Collaborative, Sociability, Energetic, Analytical & Leadership
- Complete tasks assigned: client file maintenance/CRM, applications, underwriting, client service work, IPS, planning, marketing etc.
- Client Contact
- Weekly check-in with financial representatives on team/building relationships.
- Stay current on operations and support, home office and regulatory updates
- CRM administrative support (inputting and managing client records and activities)
- Maintain electronic client file documentation
- Prepare, or collaborate with our planning department financial plans for financial
- representatives on the team.
- Manage underwriting process which includes providing, or collaborating with financial representatives to provide:
- Pre-filling applications
- Pre-checking applications for completeness and accuracy
- Submitting applications
- Scheduling requirements and medical exams
- Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
- Process, or collaborate with others to complete risk product service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
- Investment Account Opening and Servicing
- Initiate and create feed lists.
- Phone number and email research.
- Compile meeting kits which include all materials needed for the approach, close, delivery and client review. Includes electronic signature requests.
- Administer Marketing Start-up kit
- Generate plans and develop individual planning philosophy templates for each individual rep
- FR consultations re preferences
- Illustration support
- Home office connections for in-depth training plan
Pay: $20.00 - $25.00 per hour
Work Location:
In person
Position Requirements
10+ Years
work experience
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