Financial Operations Specialist

Job Type: Full-time | Pay: $50,000.00 – $60,000.00 per year | Benefits: 401(k), Paid time off

Capital Investment Management is experiencing significant growth and is seeking a Financial Operations Specialist to support our expanding advisor team and help streamline office operations. This role will provide essential administrative, operational, and client service support—ensuring a smooth, efficient workflow and an exceptional client experience. The ideal candidate is intuitive, detail-oriented, organized, and able to think outside the box.

• Support onboarding of new clients, including preparing, organizing, and maintaining paperwork.
• Assist with service-related tasks and manage follow-up workflows to ensure timely completion.
• Respond to client questions and requests by phone or email promptly.
• Record notes, assign tasks, document interactions, and help create follow-up plans.
• Review applications, beneficiary forms, and change requests for accuracy and completeness.
• Process client withdrawals, contributions, transfers, and rollovers.
• Generate account paperwork including statements and service forms.
• Handle updates to client contact and banking information.
• Troubleshoot issues, think creatively, and resolve client service problems.
• Coordinate communication with internal staff, advisors, and external companies.
• Maintain CRM system and ensure consistent documentation.
• Support growth initiatives with new clients while enhancing the experience of current clients.
• Maintain an organized office environment and assist with administrative tasks.
  

• Strong customer service skills.
• Proficiency in MS Office (Word, Excel, Outlook), CRM systems, and financial databases.
• Ability to troubleshoot issues and think beyond black-and-white solutions.
• High attention to detail with excellent organizational skills.
  

• Ability to follow verbal and written instructions.
• Strong communication skills, both written and verbal.
• Ability to work independently and take initiative.
• Ability to manage multiple tasks in a fast-paced environment.
• Ability to maintain confidentiality and professionalism.
• Ability to collaborate well with others and adapt to a growing team.
  

• Experience:
• Financial Industry: 1 year (Preferred)
• Ability to Commute:
• Lees Summit, MO 64063 (Required)
• Work Location: In person