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VestGen Wealth Partners · 1 day ago

Operations Associate

Inverness, IL

Full-time

Onsite

Entry Level

2+ years exp

VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors. The Operations Associate will assist team members in preparing paperwork and ensuring all client accounts are set up accurately and properly maintained, providing ongoing service and operational support to clients.

Financial ServicesInsuranceWealth Management

Hiring Manager

Sarah Musante

Responsibilities

Maintain accurate and up-to-date client information in firm databases and recordkeeping systems

Prepare and process paperwork to open, update, and maintain client accounts in accordance with advisor instructions and custodial requirements

Participate in and conduct in-person client meetings to complete required documentation and support account-related needs

Serve as a subject matter expert on internal operational policies and procedures to ensure accuracy and efficiency

Follow established guidelines to achieve goals and deliverables that support overall business objectives in collaboration with management

Conduct phone calls with custodians to research, resolve, and follow up on issues within client accounts

Assist in developing and enhancing processes and procedures to improve accuracy, efficiency, and workflow

Assist in setting, managing, and consistently meeting project expectations with team members and management

Qualification

SchwabPershing platformsSalesforceMicrosoft Office SuiteFinancial services experienceAnalytical mindsetAttention to detailEffective communicationOrganizational skills