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Operations Associate

Company: Gertsema Wealth Advisors
Location: Saint Joseph
Posted on: November 12, 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 & Activities

  • Processes 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, & Abilities
    • Requires excellent attitude and an extraordinary client service orientation
    • A strong focus on getting the details right
    • Excellent organizational and time management skills
    • An ability to handle multiple tasks with tight time frames
    • Proficiency with Microsoft Office Suite
    • Strong analytical and research skills
    • Strong verbal, written, presentation, and interpersonal communication skills
      Helpful
      • Interest in and knowledge of financial markets and investment securities
      • Previous securities industry experience is a plus, but not required
      • Attendance is an essential function
      • Salary is commensurate with experience

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

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