Client Relations & Ops Coordinator - Financial Services

Ohnward Bancshares; Maquoketa (IA); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

401k with company match

Paid Holidays

PTO

Life Insurance

Short/Long Term Disability

Maternity/Paternity Leave

Community Involvement

Job summary

Ohnward Bancshares is seeking a Coordinator for the Wealth & Retirement team in Maquoketa, IA. You will support Financial Advisors by managing client records, processing new business, and ensuring compliance with regulatory requirements.

Responsibilities include maintaining databases, preparing review materials, coordinating documentation, and delivering professional client service. Strong attention to detail and proficiency with Word and Excel are essential.

Qualifications

• Associate degree or equivalent experience required.
• Proficiency with Microsoft Office and document management systems.
• Experience with client databases and financial services processes preferred.

Responsibilities

• Maintain client databases and Laserfiche files.
• Prepare accurate client review materials for accounts.
• Process securities and related business documentation.
• Ensure compliance with policies and regulatory requirements.
• Provide courteous client service and coordinate follow-up.
• Assist with outreach and relationship-building activities.

Job description

Ohnward Bancshares is seeking a Coordinator for the Wealth & Retirement team in Maquoketa, IA. You will support Financial Advisors by managing client records, processing new business, and ensuring compliance with regulatory requirements.

Responsibilities include maintaining databases, preparing review materials, coordinating documentation, and delivering professional client service. Strong attention to detail and proficiency with Word and Excel are essential.