Operations Associate

Heckmann Financial; Delafield (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid time off

Job summary

Heckmann Financial is seeking an Operations Associate to support our Wealth Management Team and enhance the client experience in Delafield, WI. You will manage paperwork across insurance, investment, and advisory accounts, handle client service requests, and coordinate workflow across CRM and communications.

This role emphasizes accuracy, organization, and a proactive mindset, with opportunities to grow within the firm and contribute to a client-first culture.

Qualifications

• Strong customer service and administrative skills.
• Excellent communication and a positive, 'can-do' attitude.
• High attention to detail and strong organizational ability.
• Analytical thinking and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Willingness to learn and grow within the role.

Responsibilities

• Prepare and process paperwork for insurance, investment, and advisory accounts.
• Handle client service requests (address updates, banking changes, loan inquiries, etc.).
• Manage workflow across CRM tasks, emails, calls, and incoming requests.
• Coordinate medical/paramedical exams and underwriting requirements.
• Monitor case progress and follow up on outstanding items.
• Maintain accurate client records across systems.
• Follow up with clients on documentation, payments, and scheduling meetings.
• Process returned documents (contracts, applications, transfers).
• Support internal operations projects and team initiatives.
• Build strong knowledge of firm services, philosophy, and solutions.

Skills

Customer service

Administrative skills

Attention to detail

Communication

Multitasking

Willingness to learn

CRM software

Tools

CRM software

Job description

Adam Goetzka's growing financial planning and wealth management practice that puts clients first and delivers comprehensive financial planning solutions. We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience.

Role Overview:

The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. This position requires accuracy, organization, and a proactive mindset.

Key Responsibilities:

• Prepare and process paperwork for insurance, investment, and advisory accounts
• Handle client service requests (address updates, banking changes, loan inquiries, etc.)
• Manage workflow across CRM tasks, emails, calls, and incoming requests
• Coordinate medical/paramedical exams and underwriting requirements
• Monitor case progress and follow up on outstanding items
• Maintain accurate client records across systems
• Follow up with clients on documentation, payments, and scheduling meetings
• Process returned documents (contracts, applications, transfers)
• Support internal operations projects and team initiatives
• Build strong knowledge of firm services, philosophy, and solutions

What We're Looking For:

• Strong customer service and administrative skills
• Excellent communication and a positive, "can-do" attitude
• High attention to detail and strong organizational ability
• Analytical thinking and problem-solving skills
• Ability to manage multiple priorities and meet deadlines
• Willingness to learn and grow within the role

Qualifications:

• Insurance or financial services experience (NM preferred)
• Simple IRA matching
• Paid time off

Values:

Demonstrates a strong drive to achieve meaningful results through initiative, persistence, and a commitment to continuous growth. A hungry individual embraces challenges, proactively seeks opportunities, and consistently strives to exceed expectations while maintaining a client-first mindset.

Humble

Approaches every interaction with respect, self-awareness, and a willingness to learn. Humble team members value collaboration, welcome feedback, celebrate the success of others, and prioritize the team’s accomplishments over individual recognition.

Smart

Exhibits sound judgment, emotional intelligence, and the ability to communicate effectively. Being smart means understanding people, asking thoughtful questions, solving problems strategically, and building strong relationships with clients, advisors, and colleagues.

Accountable

Take ownership of responsibilities, follows through on commitments, and delivers on promises with integrity. Accountable individuals accept responsibility for both successes and challenges, maintain high standards, and consistently act in the best interest of clients and the organization.

Growth:

• With success and time could move into a Director of Operations and/or COO