Operations Coordinator

Investment Advisory Department Clerk

Maintain clerical, administrative and operations tasks for the Investment Advisory Department. Support Plan Consultants with client onboarding and retention.

Produce quarterly investment reviews for Defined Contribution and Defined Benefit clients.

Schedule and participate in investment review meetings for clients with Investment Consultants. Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings.

Assist with establishment of new client relationships. Deliver service agreements and new account applications. Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings.

Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar.

Complete monthly participant updates.

Assist administrative team in completing Advisory Billing.

Process and record mutual fund trading.

Maintain complete and accurate list of clients. Includes contact information for all Defined Contribution and Defined Benefit clients.

Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation.

Assist leadership with compliance documents and registration updates.

Complete Annual Disclosure mailing and maintain accurate records.

Review Defined Benefit client accounts weekly for contributions and cash positions.

File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements.

Provide sales support as needed.

Associates degree or equivalent work experience in retirement or brokerage industry. Bachelor's degree preferred.

Experience with investment related software preferred.

Detail oriented. Strong organizational skills and ability to multi-task.

Strong client management and presentation skills.

Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word.

Ability to work independently and with a team in a fast-paced environment.

Strong oral, written and interpersonal communication skills.

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability.

Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.