Operations Associate

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Edina, MN, US

2 days ago Requisition

Salary Range: $47,000.00 To $72,000.00 Annually

Operations Associate

Operations & Implementation Team | Client Service, Insurance & Investment Execution

Position Title

Operations Associate

Department

Operations & Implementation Team

Location

St. Cloud, MN (705 36th St South) - Hybrid

Reports To

Director of Operations

Works Closely With

Director of Operations, Client Experience Managers, Investment, and Planning teams, and the Executive team

Classification

Full-time

Role Type

Individual contributor — service, implementation, and execution specialist

Stone Arch Advisory Group is searching for an Operations Associate to join our team. This seat is where advice becomes action. Every recommendation our advisors and planners make — a new policy, a new investment account, contributions/distributions/conversions— moves through Operations before a client ever sees it completed. The person in this role owns that execution and makes sure it happens accurately, compliantly, and on time.

This is a client-facing service role, not a back-office one. You will interact directly with clients on account and policy servicing, coordinate with home office and carrier partners, and work shoulder-to-shoulder with Client Experience Managers, Investment and Planning teams, Partners, Advisors, and Executive team.

The work is detailed and deadline-driven, and it is highly visible: our clients tell us we are the most comprehensive firm they work with, and operations is one of the primary reasons that is true.

We're looking for a proactive self-starter who takes ownership, removes roadblocks, and drives work forward rather than waiting for direction. This individual will appreciate working in a fast-paced environment; with a great culture and a great group of colleagues.

OUR TEAM IS AWARD WINNING

Co-Founders and Partners Craig Volk, RICP® and Alex Wieme, CFP® were both recognized by Forbes for their expertise in wealth management. Craig Volk has been recognized by Forbes as a Best-In-State wealth advisor and a Best-In-State Top Financial Security Professional. Alex Wieme has been recognized by Forbes as a Best-In-State Next-Gen Advisor and a Best-In-State Top Financial Security Professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual.

This would not have been possible without you.

How the Role Is Weighted

The mix below is directional. It will flex with new business volume, market conditions, and firm priorities, and it is reviewed as part of your regular development conversations.

Focus Area

Months 1–6

Month 7 Forward

Investment Operations & Account Servicing

Approx. 45%

Approx. 50%

Insurance Operations & New Business

Approx. 30%

Compliance, Documentation & File Integrity

Approx. 15%

Approx. 10%

Project Work & Process Improvement

Approx. 10%

Approx. 10%

Core Expectations — Client Service & Relationship Support

• Assist clients with service on existing insurance and investment accounts, delivering answers and resolution within our published turnaround times.
• Serve as a responsive point of contact for service requests, escalating anything that requires advice to the appropriate advisor or planner.
• Document client conversations in case notes and maintain the CRM so every team member has an accurate picture of the relationship.
• Partner with Client Experience Managers so that service, scheduling, and follow-up feel seamless to the client.

Core Expectations — Insurance Operations & New Business

• Complete new life insurance applications, schedule paramedical exams, and manage the underwriting and policy delivery process end to end.
• Track pending cases and proactively communicate status to advisors, clients, and the Director of Operations before anyone has to ask.
• Coordinate with carriers and home office partners to resolve outstanding requirements and keep cases moving.

Core Expectations — Investment Operations & Implementation

• Initiate onboarding of new investment accounts and see funding…