Operations Coordinator

Aston Carter - West Des Moines, IA

Full-time

West Des Moines, IA

Administrative and Support Services

About the position

The Operations Coordinator role at Aston Carter involves managing the Brokerage Operations area, focusing on the independent and timely review and processing of various associates and testing kits. The position emphasizes accurate auditing, high-quality communication with newly affiliated individuals, and efficient processing of transitioning business.

Responsibilities

• Independently review and process Non-Registered Associates, Registered Admin, and testing kits.
• Accurately audit and identify paperwork that is not in good order.
• Conduct high-quality check-in calls that add value to newly affiliated individuals.
• Send professional welcome emails to newly affiliated individuals within Service Level Agreements.
• Process transitioning business accurately and timely.
• Contact product companies for Change of Representative updates and update status on client tracking sheets.
• Close all assigned opportunities in Salesforce timely and prevent backlog.

Requirements

• 1+ years of experience in the financial services industry.
• 1+ years of experience processing in a high volume and deadline-driven environment.
• 1+ years of experience in a processing, accounting, or production-driven environment.

Nice-to-haves

• Candidates with a Business degree are preferred, but not required.