Operations Administrator

Operations AdministratorAdvance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.

Our Retirement Planning firm, Wilson Financial Group, in Gastonia, NC is seeking a full-time Operations Administrator. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Minimum Requirements:Bachelor’s degree preferred1-2 years of experience working in a professional office and fast-paced environmentProficient with MS Office SuiteComfortable and familiar with CRM platformsIndustry experienceKnowledge with financial service platforms; experience with the Cambridge Investment Research platform, specifically, is a plus

This position requires that you possess the following skills:Strong organizational skillsStrong attention to detailExcellent communication skills; both verbal and writtenSelf-motivatedSincere and caring attitude

Position Overview:The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.

Key Responsibilities:Install and maintain clear procedures for account opening, transfer of accounts, follow-up with custodians, and ongoing client serviceEnsure firm is meeting its financial and service commitments to clients in a manner that is efficient, economical and compliant with all applicable rules and policiesCreate and refine HR policies and goals of establishing productive workplace environmentsCommunicate with the broker/dealer and product sponsor contactsProcessing new client applicationsHandle servicing of specific client accounts (opening, closing, and transferring of accounts)Manage Advisors calendar, keep Advisor organized, and prep for all client meetingsSet, reschedule and confirm appointmentsKeep CRM updatedAttend seminars/workshops and follow up with the prospects form the seminarsAssist Advisors with follow up on Marketing LeadsTrack weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief AdvisorIf you meet or exceed the expectations described above, please apply today!

Salary:$50,000 - $70,000/year based on experience

Benefits:HealthDentalVisionPTO

Hours:Monday – FridaySome evenings required for client events

Presented by Advisor Employee Services Thank you for your interest in the Operations Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!