Power Wealth Management LLC | Operations Assocaite

Operations AssociateAdvance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.Our firm, Power Wealth Management, in the Alpharetta, Georgia area is seeking a full-time Operations Associate. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and have the desire to work on a high performing team. An excellent work environment, competitive pay, and opportunities for professional and personal growth will be provided for this go-getter.Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client's financial freedom!Minimum Requirements:Financial industry experience, requiredPrevious experience with custodians, preferably Charles SchwabIntermediate to advanced computer skills desired, preferably CRMMust have experience handling and servicing specific client accountsMust understand Tax Qualified and Non-Tax Qualified AccountsThis position requires that you possess the following skills:Strong organizational skills and attention to detailAbility to work well in a team environmentAbility to demonstrate persistence to achieve qualityExcellent communication; both verbal and writtenSelf-directed initiativeProcess drivenStrong follow-throughResponsibilities:Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:Keep CRM updated with client interaction and processesHandle servicing of specific client accounts (opening, closing, and transferring of accounts)Complete and process all applications for business submitted by the AdvisorEnsure the accuracy of information provided and all forms needed for all client requestsSubmit all completed in-good-order applications and forms to the proper agenciesFollow-up on pending applications, transfers, and money movementsResearch and analyze application issues and provide problem-resolutionAnswer Advisors' requests and respond to their needs in a timely mannerAdditional duties and responsibilities as required by managementIf you meet or exceed the expectations described above, please apply today!Salary$60,000 - $80,000year BenefitsHealth Insurance HoursMonday -Friday: 9:00 am - 5:00 pmSeminar attendance requiredPresented by Advisor Employee Services Thank you for your interest in the Operations Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-01-09