Operations Associate - Florida, United States - Ascendo Resources

Description

Do you love the financial services industry? Do you want to be part of a broker dealer or hedge fund firm that has continuous growth and competitive benefits?

Seek no further and APPLY BELOW

Our client within financial services is seeking a Operations Associate to perform day-to-day operational procedures for the investment business.

Responsibilities

• Preparing and processing all paperwork needed for investment accounts.
• Maintaining client case files, performance reports, account forms and other paperwork required.
• Preparing all materials for quarterly and annual reviews.
• Preparing proposals and investment policy statements for advisory clients.
• Create and monitor an activities system for account follow ups and service requirements..
• Collaborates with Advisor regarding allocation and planning strategies.
• Responding to back office inquiries.
• Preparing client letters and other written communication as requested.
• Expedites and tracks all account transfers, rollovers and mutual fund networking.
• Gather internal information for the meeting with client/prospect
• Working with clients to complete paperwork processing.
• Provide ongoing service to clients, as needed (for investments and insurance).
• Speak with clients for periodic account reviews, as appropriate.

Qualifications/Requirements

• Financial planning services experience.
• Bachelor's degree
• Client service experience to include excellent oral and written communication skills.
• Demonstrated organizational skills
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Demonstrated ability to maintain effective working relationships with clients.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.