Operations Associate, Transitions Team (Contract)

Planet Group (United States)

West Des Moines (IA)

On-site

USD 28,000 - 30,000

Full time

9 days ago

Get a reply from this recruiter

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

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

Qualifications

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

Responsibilities

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.