- Pay
- $20/hr
- Where
- West Des Moines, Iowa, US
- Level
- Junior
Operations Associate
Location : West Des Moines, IA
Duration : 4 months
Pay : $20/hr - $22/hr (DOE)
The Planet Group is seeking an Operations Associate for our Transitions team located in Des Moines, IA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.
Core Responsibilities:
Provide high-level operational, customer service, and administrative support in our Transitions department.
Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
Respond to email inquiries or phone calls from internal and external customers including registered representatives regarding account status, account changes and process.
Perform research as requested on customer accounts.
Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
Comply with processes and procedures of the team and regulatory requirements.
Other duties as assigned.
Required Knowledge, Skills, and Abilities:
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Independent; able to work and resolve complex issues with minimal guidance
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Desired Knowledge, Skills, and Abilities:
Previous experience in the Finance industry
Bachelor's degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments
Minimum Required Education & Experience:
High School Diploma or GED
1+ years operations experience
1+ years of experience with MS Office tools