Operations Coordinator

Aston Carter; United States; Hybrid; USD 28,000 - 29,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) Plan

Paid time off

Job summary

Aston Carter is seeking an Operations Coordinator to support brokerage operations by reviewing, processing, and auditing high volumes of financial documents. You will help onboarding for new affiliates and maintain precise updates in internal systems and client tracking tools.

The role requires attention to detail, adherence to SLAs, and the ability to work in a deadline-driven environment, with a hybrid on-site schedule in West Des Moines, IA.

Qualifications

• At least 1 year of experience in the financial services industry.
• At least 1 year of experience processing in a high-volume, deadline-driven environment.
• Experience in a processing, accounting, or production-driven environment.
• Strong attention to detail with the ability to audit paperwork and identify items not in good order.
• Proficiency in data entry and processing tasks related to finance, accounting, and brokerage operations.
• Ability to handle accounting and reconciling activities accurately.
• Knowledge of annuities and brokerage processes.
• Familiarity with systems and platforms used in brokerage operations such as Pershing and Salesforce.
• Strong written and verbal communication skills for conducting check-in calls and sending professional emails.
• Ability to manage multiple tasks and priorities in a time-sensitive environment.

Responsibilities

• Review and process documentation for non-registered associates, registered administrative staff, and testing kits independently and within established timeframes.
• Audit paperwork accurately to identify items that are not in good order and take appropriate steps to resolve discrepancies.
• Conduct high-quality check-in calls with newly affiliated individuals to provide support, answer questions, and add value to their onboarding experience.
• Prepare and send professional welcome emails to newly affiliated individuals in alignment with established service level agreements.
• Process transitioning business accurately and in a timely manner to ensure a smooth transfer of accounts and services.
• Contact product companies to request and track change-of-representative updates, and maintain current status on client tracking sheets.
• Update and close all assigned opportunities in Salesforce promptly to prevent backlog and ensure data integrity.
• Perform data entry and processing tasks related to accounting, reconciling, annuities, brokerage, and other financial operations as needed.
• Work effectively in a high-volume, deadline-driven environment while maintaining accuracy and attention to detail.
• Collaborate with team members and other departments to support overall brokerage operations and continuous process improvement.

Skills

Financial services

High-volume processing

Attention to detail

Data entry

Auditing paperwork

Communication skills

Education

Business degree preferred

Tools

Pershing

Salesforce

Job description

Job Title: Operations Coordinator

Job Description

The Operations Coordinator supports brokerage operations by accurately reviewing, processing, and auditing a high volume of financial services documentation and transactions. This role focuses on ensuring paperwork is in good order, facilitating smooth onboarding for newly affiliated individuals, and maintaining timely and precise updates across internal systems and client tracking tools. The position requires strong attention to detail, a commitment to service level agreements, and the ability to work effectively in a deadline-driven environment.

Responsibilities

• Review and process documentation for non-registered associates, registered administrative staff, and testing kits independently and within established timeframes.
• Audit paperwork accurately to identify items that are not in good order and take appropriate steps to resolve discrepancies.
• Conduct high-quality check-in calls with newly affiliated individuals to provide support, answer questions, and add value to their onboarding experience.
• Prepare and send professional welcome emails to newly affiliated individuals in alignment with established service level agreements.
• Process transitioning business accurately and in a timely manner to ensure a smooth transfer of accounts and services.
• Contact product companies to request and track change-of-representative updates, and maintain current status on client tracking sheets.
• Update and close all assigned opportunities in Salesforce promptly to prevent backlog and ensure data integrity.
• Perform data entry and processing tasks related to accounting, reconciling, annuities, brokerage, and other financial operations as needed.
• Work effectively in a high-volume, deadline-driven environment while maintaining accuracy and attention to detail.
• Collaborate with team members and other departments to support overall brokerage operations and continuous process improvement.

Essential Skills

• At least 1 year of experience in the financial services industry.
• At least 1 year of experience processing in a high-volume, deadline-driven environment.
• Experience in a processing, accounting, or production-driven environment.
• Strong attention to detail with the ability to audit paperwork and identify items that are not in good order.
• Proficiency in data entry and processing tasks related to finance, accounting, and brokerage operations.
• Ability to handle accounting and reconciling activities accurately.
• Knowledge of annuities and brokerage processes.
• Familiarity with systems and platforms used in brokerage operations such as Pershing and Salesforce.
• Strong written and verbal communication skills for conducting check-in calls and sending professional emails.
• Ability to manage multiple tasks and priorities in a time-sensitive environment.

Additional Skills & Qualifications

• Business degree preferred but not required.
• Background in finance or accounting is beneficial.
• Experience working with brokerage platforms and financial products, including annuities and Pershing-related processes.
• Comfort working in production-driven environments where accuracy and speed are both critical.
• Ability to build rapport with newly affiliated individuals and provide a positive onboarding experience.
• Strong organizational skills to maintain accurate client tracking sheets and manage multiple opportunities in Salesforce.

Work Environment

The role is based in an office environment with a hybrid schedule, requiring associates to work on-site twice per week. One of those days is a designated team day on Wednesday, while the other office day is flexible based on individual preference. The workspace features an open cubicle layout and a business casual dress code. Standard working hours are 8:00 a.m. to 5:00 p.m. The company does not operate as a strict clock-in, clock-out environment and offers a more flexible, professional atmosphere focused on results and accountability. While there is no lunchroom that serves food, there is a designated area where associates can eat and take breaks.

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Pay and Benefits

The pay range for this position is $20.00 - $21.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Application Deadline

This position is anticipated to close on Nov 13, 2026.

Workplace Type

This is a hybrid position in West Des Moines,IA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.