What are the responsibilities and job description for the Operations Associate - Symonds Wealth Management position at Kestra Financial Independent Advisor?
Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.
Job Title: Operations Associate
Job Type: Full-Time
Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107
Reports To: Operations Manager
Job Overview
Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication
Responsibilities and Duties
- Operational Duties
- Follow necessary steps for investment account creation
- Continuous follow up on outstanding requirements during account creation and account funding
- Communicate over the phone and email to gather requirements for account creation
- Adding, updating, and completing workflows within our CRM system
- Address work items in NOT IN GOOD ORDER (NIGO) status
- Add and edit account features such as cashiering requests for a client
- Work alongside experienced team members and ask for help when needed
- Customer Service Duties
- Create a welcoming experience for all guests and team members
- Answer inbound phone calls and route them to the right person or take a message
- Handle customer requests and account service items like address and beneficiary changes
- Set up and maintain our customer online portal experience in eMoney
- Administrative Duties
- Data Entry
- Creating electronic files for clients and accounts
- Printing, Scanning, Faxing, Mailing, and Filing
Qualifications
- Experience: 1-3 years preferred but not required
- Education: College degree preferred but not required
- Skills Required:
- Computer Skills
- Communicating Over the Phone
- Organizational Skills
- Persistency