Operations Associate

The Premier Resources Group

Cincinnati, OH

Operations Associate (Investment & Insurance)

Cincinnati, OH

Full-Time/Direct-Hire

Job Duties
- Effective communication with advisors and clients
- Main team contact for all service requests
- Performs all new client paperwork and assists in client onboarding
- Manages ACAT, rollover process and transfers
- Handles all client "money movement" (ACH, wires, RMDs, etc.)
- Performs all insurance underwriting
- Assist advisors with new and in-force illustrations
Degrees & Licenses
- 6/7/63/SIE/L&H
Industry experience
- 1-5 years
Skill Requirements to excel in this position
- Knowledge of Pershing Platform and proficient with investment operations tasks
- Organized and responsive to team requests
- Understanding of team goals and philosophy
- Knowledge of underwriting and POS procedures
- Knowledge of outside business underwriting and service procedures
- Process Driven
- Great attitude

Apply

Vacancy posted 1 day ago

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