The Davis Financial Group · 11 hours ago
Business Operations Specialist
Hadley, MA
Full-time
Hybrid
Entry Level
2+ years expThe Davis Financial Group is a firm that provides comprehensive financial planning and wealth management services. They are seeking a Business Operations Specialist to support and optimize business processes, ensuring an efficient and pleasant client experience through effective management of documentation and client relations.
Financial ServicesInsuranceWealth Management
Responsibilities
Schedule calls, conferences or meetings among prospects, clients & professional staff
Support Planners’ process by coordinating with para-planners to ensure efficient onboarding of new planning and Investment clients, intake of initial materials and regular updates of statements & reports that support plan updates/revisions & renewals
Gather and advance documentation associated with investment recommendation & illustrations; support smooth completion of investment implementation & funds transfers
Provide resources, facilitate completion, collection, and processing of essential documentation supporting investment, insurance and financial planning recommendations to ensure and expedite implementation of decisions
Support processing and administration/intake & scheduling for Life Insurance, Long Term Care, Disability policies, etc
Qualification
Required
Highly organized, detail oriented; project management experience a plus
Two years+ exposure to financial planning/advisory, wealth management, consulting, or customer service workplace and processes a plus
Professional and friendly interpersonal skills
Comfortable with math and light accounting
Adept with Office applications and tools
Ready and willing to learn
Company
The Davis Financial Group
The Davis Financial Group provides financial planning, wealth management, and insurance planning for individuals and businesses.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase