- Provide back-office operational support to firms by phone and email
- Process and approve new account and maintenance requests through our ticketing system and account workflow platform according to established department policies and procedures
- Deliver customized and on-demand training and education to firms on policies, procedures, and processes
- Execute technology access requests and provide training for various platforms
- Serve as liaison between firms and our vendors for research and escalations
- Create and deliver online presentations to relay new initiatives, processes, and information
- Lead and assist with projects
- Maintain blotters for transitioning firms
- Input client and account data for accounts for transitioning firms
- Receive, distribute, and process mail
- Coordinate with team members to manage phones during business hours
- Actively participate in team and firm meetings
- Adhere to and support regulatory mandates
- Maintain client confidentiality and preserve the integrity of company records and documents
- Other duties and responsibilities as assigned to support the growth of Lion Street and our Owner Firms
- Ability to work successfully in a team environment
- Exceptional verbal and written communication skills
- Excellent documentation and data entry skills with high attention to detail
- Strong organization and time management skills with the ability to prioritize
- Ability to empathize and build relationships on a personal level
- Advanced technical skills with Microsoft 365 (Word, Excel, PowerPoint, Outlook, etc.)
- Familiarity with scheduling and hosting Zoom meetings
- Ability to problem-solve and provide creative solutions
- Capable of handling multiple tasks and responsibilities
- Ability to work independently and take initiative while being part of a team
- Proven work ethic with a high level of integrity to build trust with our clients and colleagues
- Demonstration of professionalism, accountability, customer/client focus, and teamwork
- Knowledge of Appointments, Life Insurance, and Annuity products is preferred
- 3+ years' experience in the financial services industry
- College degree preferred
- Series 7
- Competitive compensation package
- Medical, dental, vision and life insurance
- Voluntary disability
- Paid time-off
- 401K with company match
-
Operations Specialist
3 weeks ago
Health & Human Services Comm Austin, United StatesOperations Specialist · - The Texas Health and Human Services Commission is seeking an operations specialist to assist with daily operations of the Office of Communications. Responds to inquiries from staff and the public, purchases and tracks products and services, oversees offi ...
-
Operations Specialist
2 weeks ago
Durbin Bennett Austin, United States**Job Title**:Operations Specialist** · **Reports To**: Client Operations Manager · - Provide account administration services to clients and their related professionals. · - Provide valuable operations advice and support to Senior Advisors. · - Create trust and deepen client rela ...
-
HR Operations Specialist
1 week ago
Webber Austin, United States**Reports to**:HR Business Partner · **Locations**:Austin, Texas or Greater Washington D.C. Area (Woodstock, VA; Manassas, VA; · Downtown D.C.) · **Travel**:30%-40% travel required to jobsites, recruiting events, and other work-related activities witsome · **Propel your career wi ...
-
Airport Operations Specialist
3 weeks ago
ClearedDirect LLC Austin, United States**HEALTH INSURANCE* - PAID TIME OFF(PTO) - OT PAID ON HOLIDAYS** · **Position Summary**: · As an Airport Operations Specialist with ClearedDirect, you will be responsible for ensuring safety, security, and operational efficiency throughout the terminal including airside and lands ...
-
Customer Operations Specialist
3 weeks ago
Nutrabolt Austin, United States**Who We Are**: · Nutrabolt is a fast-growing, global active health and wellness company with a portfolio of market leading performance-oriented brands that energize and fuel active lifestyles. The company's disruptive and innovative products compete in the Functional Beverage an ...
-
Customer Operations Specialist
1 week ago
Digital Pharmacist Austin, United States**Summary of Job**: · **Description of Job Duties**: · - Maintains, and distributes accounting documents, records and reports · - Handles communication both written and via telephone regarding payment and compensation · - Matches the corresponding payment reports to participant r ...
-
Cdi Operations Specialist
1 week ago
St. David's HealthCare Austin, United States**This is a hybrid position in the Austin, TX area**: · Introduction · Do you want to join an organization that invests in you as a(an) CDI Operations Specialist? At HCA, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team me ...
-
Airport Operations Specialist
2 days ago
City of Austin Austin, United StatesPosition Information · **Posting Title** · - Airport Operations Specialist (Terminal)**Job Requisition Number** · - COA091845**Position Number** · **Job Type** · - Full-Time**Division Name** · - Av - Terminal Operations**Minimum Qualifications** · **Education and/or Equivalent Ex ...
-
Fundraising Operations Specialist
1 week ago
Family Eldercare Austin, United StatesThe Fundraising Operations Specialist manages our donor database and ensures gift processing, donor acknowledgment, and other retention strategies follow our established Gold Standards. Must be capable of working in a team environment as well as working independently. · Essential ...
-
Contract Operations QA Specialist
2 weeks ago
ICU Medical, Inc. Austin, United States**Contract Operations QA Specialist** **-** **(** **)** · **Description** · Contract Operations Quality Assurance Specialist · - This position 100% onsite only in Austin TX._ · FLSA Status: Exempt · Position Summary: · The Contract Operations Quality Assurance specialist will pri ...
-
Operations Compliance Specialist I
1 week ago
Citizens Inc Austin, United StatesCommitted to providing life insurance solutions since 1969 in the United States and globally since 1975, Citizens, Inc. is a publicly traded company (NYSE: CIA) that has maintained a listing on the New York Stock Exchange since 2002. Operating through our insurance subsidiaries, ...
-
Field Operations Specialist
1 week ago
Stryker Corporation Austin, United StatesWhy customer service at Stryker? · Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team, that is exactly what you will do Here, you will be a part of a dynamic and supp ...
-
Operations Specialist I
1 week ago
Dept of State Health Services Austin, United StatesPerforms moderately complex (journey level) preparation work with pharmaceuticals and medical supplies in the Pharmacy Unit warehouse. Work includes performing pharmaceutical stock keeping, delivery, technical assistance duties to involve compiling and tabulating data, checking d ...
-
Operations Compliance Specialist I
1 week ago
CITIZENS INC Austin, United StatesCitizens is looking for a Bilingual Operations Compliance Specialist I to join the Team and provide customer service to policy owners and independent consultants across multiple lines of insurance (life, health, accident, and annuity) and multiple companies operating within the C ...
-
Associate Security Operations Specialist
3 weeks ago
Tesla Austin, United StatesTesla participates in the E-Verify Program · What to Expect · - Location address: 1 Tesla Rd, Austin, TX 78725 · - TOPS License #: P · What You'll Do · - Conduct physical security assessments for Tesla and key stakeholders, identifying vulnerabilities and recommending solutions ...
-
Talent Acquisition Operations Specialist
2 weeks ago
Digital Turbine Austin, United States**Overview**: · **About the Role**: · Work with leaders and HR Partners to create and maintain requisitions as they sync between Workday and Lever (including tracking of approvals and change requests) · Support requisition assignments Format and post positions to internal and ext ...
-
Intellectual Property Operations Specialist
3 weeks ago
TikTok Austin, United StatesResponsibilities · TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London, Paris, Berlin, Dubai, Singapore, Jakarta, Seoul and Tokyo. · **Why Join Us**: · ...
-
Support Specialist Operations Mobility Cleaning
3 weeks ago
Capital Metro Austin, United States**WHO WE'RE LOOKING FOR** · Ready to make a difference? Join our team as a Support Specialist Operations Mobile Cleaning You'll ensure the pristine condition of CapMetro buses and service areas. · The Support Specialist Operations Mobile Cleaning will report to the Operations, Pr ...
-
Marketing Operations Specialist-temp
3 days ago
Natera Austin, United States*** · Natera is looking for a passionate Marketing Operations Specialist to join the Digital & Growth Marketing team. This person will work with the team helping us scale out the infrastructure for the top of the marketing funnel outreach to find, nurture, and qualify marketing l ...
-
System Support Operations Specialist
1 week ago
Texas Comptroller of Public Accounts Austin, United States**Are you ready to grow, make a positive impact?** If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you · Innovation, collaboration, and a commitment to excellence best describes the culture here at the ...
Operations Specialist - Austin, United States - Integrity Marketing Group
Description
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.Integrity is driven by a singular purpose:
to help people protect their health and wealth so they can be ready for the good days ahead.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online.
Lion Street Financial, LLC. is a registered broker-dealer, and Lion Street Advisors, LLC is a registered investment advisor.
Our company is seeking an experienced Operations Specialist who can provide exceptional customer service and support to independent financial professionals and their staff.
This is a full-time position in Austin, TX.Overview
The Operations Specialist is responsible for servicing new and existing firms with Broker-Dealer and RIA business with high attention to detail.
The ideal candidate should possess operations experience in the financial services arena. Knowledge about FINRA and SEC regulated Broker-Dealer/RIA is a plus. Familiarity with Pershing and their systems is preferred.
We work to maintain the best possible environment for our employees, where people can learn and grow with the company.
We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Company DescriptionLion Street, Inc. is a privately held financial services distribution company based in Austin, Texas.
Lion Street provides elite independent financial professionals, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients.
Lion Street Financial, LLC and Lion Street Advisors, LLC are also based in Austin, Texas. Founded in 2010, Lion Street is managed by a team of experienced industry veterans.Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.
Why? Because we put our people first At Integrity, you can start a new career path at company you'll love, and we'll love you back.
We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.
Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.
Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Integrity Marketing Group, LLC is an Equal Opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities
