Aston Carter · 3 hours ago
Operations Coordinator
Aston Carter provides world-class corporate talent solutions, and they are seeking an Operations Coordinator to ensure timely and independent review and processing of various administrative tasks within the Brokerage Operations area. The role is crucial for maintaining high standards of accuracy and efficiency, contributing to the smooth functioning of operations.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Independently review and process Non Registered Associates and Registered Admin testing kits in a timely manner
Audit paperwork accurately to identify items that are not in good order
Conduct high-quality check-in calls that add value to newly affiliated individuals
Send professional welcome emails to newly affiliated individuals, ensuring compliance with Service Level Agreements
Process transitioning business accurately and in a timely fashion
Contact product companies for Change of Representative updates and update the status on client tracking sheets
Close all assigned opportunities in Salesforce promptly to prevent backlog
Qualification
Required
Proficiency in accounting, reconciling, data entry, and processing
Experience with annuities, brokerage, and Pershing
Strong customer service skills
1+ years of experience in the financial services industry
1+ years of experience processing in a high volume and deadline-driven environment
1+ years of experience in a processing, accounting, or production-driven environment
Preferred
Candidates with a Business degree are preferred but not required
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Company
Aston Carter
Aston Carter is a staffing and recruiting company providing risk and compliance services.
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-31Acquired
Leadership Team
Recent News
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