Wealth Ops Associate - Annuity Processing & Growth Path

Stivers Wealth Management; Knoxville (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Growth path to Operations Manager

Healthcare stipend

Job summary

A growing advisory firm in Knoxville seeks an Operations Coordinator to manage annuity case processing and maintain client workflows. In this role, you will enhance office processes, ensure accurate submissions, and lead scheduling efforts. The ideal candidate has 2-3 years' experience in wealth management operations, strong attention to detail, and excellent client communication skills. This position offers a salary between $55,000 and $75,000 and the opportunity to grow into operations management as the firm expands.

Qualifications

• 2-3+ years of experience in client service or operations within wealth management.
• Hands-on experience with annuity applications and processes.
• Ability to create checklists and improve workflows.

Responsibilities

• Own annuity case processing end-to-end.
• Manage Schwab custody workflows and client communications.
• Prepare for client meetings and keep the office ready.

Skills

Client communication

Attention to detail

Workflow improvement

Tools

CRM software (Redtail preferred)

Job description

A growing advisory firm in Knoxville seeks an Operations Coordinator to manage annuity case processing and maintain client workflows. In this role, you will enhance office processes, ensure accurate submissions, and lead scheduling efforts. The ideal candidate has 2-3 years' experience in wealth management operations, strong attention to detail, and excellent client communication skills. This position offers a salary between $55,000 and $75,000 and the opportunity to grow into operations management as the firm expands.