Operations Assistant Jobs

Our client, a financial advisory firm located in NW Iowa believes a vital part of building a fulfilling future for our clients is through securing their financial well-being. With over forty years of experience in the financial industry, our client understands how to ask the right questions to keep their clients safe and prepare for the unexpected. The Firm has a long-standing commitment of building a culture of professional excellence and continuous learning through the way employees and clients are treated. We are a small but passionate group of individuals, dedicated to providing the highest quality of customer service to clients and ensuring all their needs are met. Position highlights: The Operations Assistant is responsible for the day-to-day operations of the investment department. This position oversees and monitors investment account administration; provides excellent customer service; manages and maintains online systems that are both client facing and used internally; and facilitates departmental processes. The Operations Assistant performs tasks and services to support effective and efficient operations of the investment department. Essential Duties and Responsibilities The Operations Assistant must be proficient in a variety of tasks to support several Financial Advisors. This involves, but is not limited to, the following: Manage and maintain schedules, priorities, deadlines, and workflows. Prepare for appointments; process and follow through on client paperwork. Interact with clients in person and over the phone. Daily service, support, research, and problem solving. Maintain client databases Plan, progress, and monitor projects. Key Qualities At least 3+ years of relevant professional experience A bachelor's degree with an interest in finance, or equivalent combination of education and experience Commitment and drive for professional growth and continuing education - willing to commit to a financial planning educational program leading to certification, Series 7 or 66 is a plus. Precise attention to detail and strong organizational skills Motivation to continuously improve processes and tools Demonstrated ability to work independently and anticipate and solve problems in a fast-paced environment A quick learner of financial planning software and other technologies Zeutenhorst Financial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.
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