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Sanctuary Wealth · 1 day ago

Operations Specialist - Direct Business

San Antonio, TX

Full-time

Hybrid

New Grad, Entry Level

$70K/yr - $75K/yr

Sanctuary Wealth Group LLC is seeking an Operations Specialist who will be responsible for the execution of day-to-day operations and support the firm's growth initiatives. The role involves processing various financial products and ensuring efficient communication between departments and partner firms.

Financial Services

Responsibilities

Assist in the timely execution, processing, and follow up of the firm’s held away business

Assist in the transfer of direct business for new Partner firms

New Partner direct business review and carrier setup

Provide “five stars” support, including but not limited to general questions, transfer status updates, carrier linking, commission processing and new processes

Oversee Insurance appointments and continuing education for Sanctuary employees

Interact effectively as liaison between Financial Professionals, clients, and internal departments

Ensure all department work is processed with accuracy, timeliness, and completeness

Implement and train others on processes and procedures when needed

Retain knowledge of several systems and processing guidelines

Cross train as required to support back-office operations initiatives

Qualification

Operational platformsAnnuity processingInsurance processingIndependent financial servicesFINRA Licensed 7Willingness to learnCommunication skillsFast-paced environment

Required

Experience with operational platforms such as Schwab, Pershing, Fidelity

Experience in the independent financial services space

Experience with annuity and insurance processing

Willingness to learn and complete various functions within Operations as assigned

Ability to work in a fast-paced environment

Excellent oral and written communication skills

Bachelor's Degree or relevant industry experience required

Preferred

FINRA Licensed 7, 66 or 63 (or willingness to attain)

Benefits

Bonus

Benefits

Company

Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve.

Founded in 2018