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Operations Associate

Company: Gertsema Wealth Advisors
Location: Saint Joseph
Posted on: November 5, 2019

Job Description:

DescriptionUnder limited supervision, the Operations Associate plays a critical role in the functioning of our firm. -He or She will help keep the office running smoothly and ensure that all client paperwork and processing is handled in a timely, accurate, and professional manner. -He or she will also resolve most questions and problems and refer new or unusual issues to a higher level. -They will maintain and enhance client relationships by providing efficient, quality client service. Responsibilities & ActivitiesProcesses new accounts, including paperwork completion and submission.Processes account transfers.Processes beneficiary changes and other account changes.Prepares letters, forms, and spreadsheets to assist with servicing existing clients.Handles funds disbursements including RMD"---s, distributions and daily/monthly check or ACH request, also includes ACH set-up.Solves and responds to NIGO"---s.Develops and maintains written systems of all activities.Responds to customer inquiries, research questions and resolves problems.Maintains and updates in client management system as needed using Salesforce.Sets up tasks for the Portfolio Review process.Receives cross training and assists with other operational functions as required.Performs other duties as assigned.Knowledge, Skills, & AbilitiesRequires excellent attitude and an extraordinary client service orientationA strong focus on getting the details rightExcellent organizational and time management skillsAn ability to handle multiple tasks with tight time framesProficiency with Microsoft Office SuiteStrong analytical and research skillsStrong verbal, written, presentation, and interpersonal communication skillsHelpfulInterest in and knowledge of financial markets and investment securitiesPrevious securities industry experience is a plus, but not requiredAttendance is an essential functionSalary is commensurate with experience

Keywords: Gertsema Wealth Advisors, Saint Joseph , Operations Associate, Other , Saint Joseph, Missouri

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