Operations Associate

The Planet Group; West Des Moines (IA); Presencial; USD 28 000 - 30 000; Tempo integral

Resumo da oferta

The Planet Group is seeking an Operations Associate for our Transitions team in Des Moines, IA. This 4-month role offers pay between $20 and $22 per hour, DOE, with responsibilities spanning high-level operational and administrative support, journal entries, and client communications.

You will handle daily processing tasks, respond to inquiries, conduct account research, and collaborate with colleagues to deliver consistent, high-quality service to financial professionals while adhering to

Qualificações

• Bachelor's degree is preferred
• Experience with MS Office tools required
• Ability to multitask and meet regulatory deadlines

Responsabilidades

• Provide high-level operational, customer service, and administrative support in the Transitions department.
• Daily processing of work in the department (journal entries, account processing, payment solutions).
• Respond to email inquiries or phone calls from internal and external customers about account status and changes.
• Perform research on customer accounts as requested.
• Collaborate with team members to ensure high-quality customer service for financial professionals.
• Follow processes and regulatory requirements.

Conhecimentos

Flexible adaptation

Strong communication

Organizational skills

Independent problem solving

Learning & multi-tasking

Team player

Energetic & results-oriented

Formação académica

Bachelor's degree

High School Diploma or GED

Ferramentas

MS Office

Descrição da oferta de emprego

Operations Associate

Location: West Des Moines, IA

Duration: 4 months

Pay: $20/hr - $22/hr(DOE)

The Planet Group is seeking an Operations Associate for our Transitions team located in Des Moines, IA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.

Core Responsibilities:

• Provide high-level operational, customer service, and administrative support in our Transitions department.
• Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
• Respond to email inquiries or phone calls from internal and external customers including registered representatives regarding account status, account changes and process.
• Perform research as requested on customer accounts.
• Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
• Comply with processes and procedures of the team and regulatory requirements.
• Other duties as assigned.

Required Knowledge, Skills, and Abilities:

• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented

Desired Knowledge, Skills, and Abilities:

• Previous experience in the Finance industry
• Bachelor's degree
• Series 99, 6, or 7 licensed
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments

Minimum Required Education & Experience:

• High School Diploma or GED
• 1+ years operations experience
• 1+ years of experience with MS Office tools