Brokerage Operations Specialist

Talentify; West Des Moines (IA); Híbrido; USD 28.000 - 29.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Time Off (PTO)

Resumo da vaga

Aston Carter is hiring an Operations Coordinator in West Des Moines, IA. The role supports brokerage operations, reviews and processes financial documents, and ensures timely onboarding and data integrity across systems.

You will handle high-volume processing, audits, and communications with new affiliates, using Salesforce and Pershing. This contract-to-hire position requires accuracy, teamwork, and a strong client-service orientation.

Qualificações

• 1+ year of experience in the financial services industry.
• Experience in a high-volume, deadline-driven environment.
• Experience in a processing, accounting, or production-driven environment.
• Familiarity with brokerage platforms and financial products, including annuities and Pershing-related processes.

Responsabilidades

• Review and process documentation for associates and staff within established timeframes.
• Audit paperwork to identify items not in good order and resolve discrepancies.
• Conduct check-in calls with newly affiliated individuals to support onboarding.
• Prepare and send professional welcome emails aligned with SLAs.
• Process transitioning business to ensure smooth transfer of accounts and services.
• Update client tracking sheets and maintain current status on Salesforce.

Conhecimentos

Attention to detail

Communication

Data entry

Multitasking

Formação

Business degree preferred

Ferramentas

Pershing

Salesforce

Descrição da vaga

Aston Carter is hiring an Operations Coordinator in West Des Moines, IA. The role supports brokerage operations, reviews and processes financial documents, and ensures timely onboarding and data integrity across systems.

You will handle high-volume processing, audits, and communications with new affiliates, using Salesforce and Pershing. This contract-to-hire position requires accuracy, teamwork, and a strong client-service orientation.