Operations Specialist

Location: Chesterfield, MO
Job Title: Operations Specialist
Type of Position: Full-time
FLSA Classification: Exempt
Hours per week: 40
Working hours: 8:00am-5:00pm

We believe that financial success does not happen by chance, but rather through intentional choice. Transforming aspirations and goals into reality takes acumen, hard work, discipline, and strategic financial planning. Our purpose is to help our clients achieve a high quality of financial life.

Stewardship | Accountability | Integrity | Competence | Collaboration | Faith

An Operations Specialist specializes in client service and supporting the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support. The Operations Specialist is a liaison between the home office, financial advisor and clients.

• Maintain client case files through e-filing into CRM (Client Relationship Management software system for details)
• Process incoming non-securities/securities address and beneficiary changes
• Provide possible administration support for insurance processing

• New and existing investment account document management, and service processing
• Tasks tracked in CRM (Client Relationship Management software system for details)
• Client document follow up as necessary
• Online client service and navigation
• Investment research assistance
• Scanning documentation for back up

• Microsoft Office experience
• Experience in administrative support or customer service
• Obtain Life & Health, SIE, & Series licenses within six months of employment

• Financial Services industry experience

• Health, Vision, & Dental Insurance
• Short-term Disability
• SIMPLE IRA
• PTO + Holiday Pay
• Base compensation proportionate to experience level plus bonus opportunities
• Industry licensing and continuing education expenses
• Personal and professional development opportunities