Operations Coordinator

USI Insurance Services; United States; On-site; USD 45,000 - 50,000; Full time

Job summary

USI Insurance Services seeks an administrative associate to support the Investment Advisory Department in onboarding, client retention, and ongoing operations. You will prepare quarterly reviews for DC/DB clients, coordinate meetings, and handle service agreements and documentation.

You’ll also assist with client transitions, maintain client records, process mutual fund trades, and support compliance and reporting tasks in a fast-paced team environment.

Qualifications

• Associates degree or equivalent work experience in retirement or brokerage industry.
• Bachelor’s degree preferred.
• Experience with investment related software preferred.
• Detail oriented with strong organizational skills and ability to multi-task.
• Strong client management and presentation skills.
• Proficient in Microsoft Office including Excel, Power Point, and Word.
• Able to work independently and with a team in a fast-paced environment.
• Strong oral, written and interpersonal communication skills.

Responsibilities

• Produce quarterly investment reviews for DC and DB clients.
• Schedule and participate in investment review meetings; document, execute and confirm investment committee decisions.
• Assist with new client onboarding: service agreements, new account apps, and conversion of new business; schedule transition meetings.
• Act as liaison between service provider and client; execute deliverables in the Annual Client Service Calendar.
• Complete monthly participant updates.
• Assist with Advisory Billing and related administrative tasks.
• Process and record mutual fund trading.
• Maintain complete, accurate client lists and contact information for DC and DB clients.
• Coordinate new business paperwork: advisory contracts, trust, and brokerage documentation.
• Assist leadership with compliance documents and registration updates.
• Complete Annual Disclosure mailing and maintain records.
• Review Defined Benefit accounts weekly for contributions and cash positions.
• File hardcopy and digital documents; file monthly/quarterly client statements.
• Provide sales support as needed.

Skills

Detail oriented

Strong organizational skills

Multitasking

Client management & presentation

Oral, written & interpersonal skills

Independent and team work

Investment software experience

Education

Associates degree or equivalent in retirement/brokerage

Bachelor’s degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

Description and Requirements

Requirements

Description and Requirements

General Description:

Maintain clerical, administrative and operations tasks for the Investment Advisory Department. Support Plan Consultants with client onboarding and retention.

Responsibilities

• Produce quarterly investment reviews for Defined Contribution (DC) and Defined Benefit (DB) clients.
• Schedule and participate in investment review meetings for clients with Investment Consultants. Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings.
• Assist with establishment of new client relationships. Deliver service agreements and new account applications. Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings.
• Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar.
• Complete monthly participant updates.
• Assist administrative team in completing Advisory Billing.
• Process and record mutual fund trading.
• Maintain complete and accurate list of clients. Includes contact information for all DC and DB clients.
• Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation.
• Assist leadership with compliance documents and registration updates.
• Complete Annual Disclosure mailing and maintain accurate records.
• Review Defined Benefit client accounts weekly for contributions and cash positions.
• File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements.
• Provide sales support as needed.

Knowledge, Skills And Abilities

• Associates degree or equivalent work experience in retirement or brokerage industry. Bachelor’s degree preferred.
• Experience with investment related software preferred.
• Detail oriented. Strong organizational skills and ability to multi-task.
• Strong client management and presentation skills.
• Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word.
• Ability to work independently and with a team in a fast-paced environment.
• Strong oral, written and interpersonal communication skills.

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services(“USI”). To learn more, visit usicg.com or follow us on LinkedIn .

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise— the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Annual salary is $45,000 - $50,000, plus potential compensation incentives