What are the responsibilities and job description for the Business Operations Coordinator position at Barnum Financial Group?
Join a results-driven, growth-focused wealth management team dedicated to long-term success, meaningful client relationships, and professional development.The Business Operations Coordinator serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.
Duties and Responsibilities
- Accurately complete, submit, and follow up on status of all new business applications
- Handle incoming calls in a friendly and professional manner
- Schedule and confirm appointments in a timely manner
- Assist with file prep, paper filing and mailings
- Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate
- Ensure all client records are compliant with company and regulatory guidelines
- Provide ad hoc support on assigned projects and any escalations
Qualifications
- 0–3 years of relevant internship or professional experience
- Proficiency in Microsoft Office
- Comfortable working with technology and learning new systems
- Excellent verbal and written communication skills
- Extremely detail-oriented
- Ability to collaborate with others, build and maintain relationships
- Ability to use discretion and maintain client confidentiality
- Client-first attitude
Our Take
We are seeking a collaborative, service-oriented individual who is motivated by helping others and contributing to meaningful outcomes. This role is ideal for someone who appreciates the importance of financial guidance and is committed to making a positive impact on the lives of the clients we serve. As you develop in this position, there will be opportunities for increased responsibility, professional growth, and expanded earning potential. We are building a strong, future-focused team—and you may be an integral part of that success.
*This role is hired directly by the financial services representative
CRN202811-9875956
Pay: $20.00 - $25.00 per hour
Expected hours: 20.0 – 28.0 per week
Benefits:
- Flexible schedule
- Professional development assistance
Ability to Commute:
- Elmsford, NY 10523 (Required)
Work Location: In person
Salary : $20 - $25