Valmark Financial Group · 7 hours ago
Operations & Client Services Administrator
Manchester, CT, United States
Full-time
Hybrid
New Grad, Entry LevelValmark Financial Group is a boutique wealth advisory firm that provides comprehensive financial services. They are seeking a Part-Time Operations & Client Services Administrator to support advisors and enhance operational excellence through meticulous administrative responsibilities and exceptional client support.
Financial Services
Responsibilities
Become the expert on investment and insurance application processing once client/advisor information is received
Prepare and submit application paperwork across investment custodians (e.g., Schwab, Pershing) and insurance carriers after training
Serve as a key internal resource on 'how it’s done,' reducing errors (NIGO) and ensuring submissions meet custodial/carrier requirements
Support ongoing policy services such as beneficiary changes, loan eliminations, policy surrenders, and other servicing requests
Ensure all updates are completed accurately and in a timely manner
Deliver outstanding client service with minimal escalations
Transcribe dictation and prepare polished summary and correspondence letters with required disclosures
Distribute client deliverables (e.g., birthday letters, Form CRS/ADV-2B) in accordance with established timelines
Ensure that gifts and mail correspondence are tracked according to guidelines set forth by Compliance
Manage and update client records in the CRM and ensure data consistency
Enter new clients and related contacts into tracking systems and Constant Contact in alignment with internal processes
Ensure timely entry of new insurance policies, retirement plan documents, and other key records
Follow pre-established content calendar, submit post to compliance, and use software to post appropriately once approved
Serve as the authoritative resource on application documentation, with improvements in completion accuracy and independence over time
Maintain a high quality of execution with no client complaints escalated beyond the team
Timely transcription and distribution of letters and client communications
Accurate data entry, tracking updates, and adherence to process standards
Consistent execution of scheduled platform posts
Qualification
Required
Experience in financial services, insurance, or professional office operations preferred
Strong organizational skills and ability to manage multiple responsibilities
Comfortable working with digital systems and CRMs
Excellent written and verbal communication skills
Ability to learn and apply detailed processes independently
Proficiency in Microsoft Office with a willingness to learn firm tools and workflows
Benefits
1-week paid leave
Up to $3500 medical reimbursement
Upon hitting eligibility for 401(k) would receive - match up to 4% for 5% contribution, and 6% profit sharing
Company
Valmark Financial Group
ValMark Financial Group is a broker-dealer for life insurance and securities with operations in Ohio and Minnesota.
Founded in 1963
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry J. Rybka, JD, CFP®
Chairman and CEO
Elizabeth Kozenko
Chief Financial Officer
Recent News
Morningstar.com
2025-09-19
2025-07-31
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