Operations Associate- Eagle, ID - AMERICAN INDEPENDENT SECURITIES GROUP, LLC : Job Details

In this role, you will provide administrative and technical support as part of the Operations team. Candidates should have a dynamic, self-starter attitude and should have a long-term time horizon for developing and growing in this role. Candidates should have a proven background in utilizing technology to automate business processes, and a demonstrated history of success in a similar role within the financial services industry is a plus.PRIMARY RESPONSIBILITIESResponsible for opening and closing Wealth Management accounts.Responsible for processing cash disbursements via ACH, check, bank transfers and wires.Perform research required to resolve issues as may result from account activity or transactions.Answering phone and email inquiries from financial professionals.Support the Operations and Compliance Department as needed.THE SKILLS WE ARE LOOKING FORAbility to manage multiple tasks simultaneously within strict deadlines and with a high degree of accuracy.Proficient in Microsoft Outlook, Word and Excel.Ability to use word processing, spreadsheet or other job related software programs.Constructively interacts with co-workers, provides coverage and cross training as needed.Ability to participate as a member of a team, assisting in other projects as needed or as assigned.Benefits include:Competitive pay-based on experienceHealth, Dental and Vision InsurancePaid Time OffPaid Sick Days401k with matching after 1st yearQualifications:Highly motivated personality with a conscientious work ethic and a team-player attitude.Excellent communication skills, both oral and written.Well-organized and able to plan effectively for time-sensitive reporting requirements.Flexible and able to adjust to an ever-changing environment of technology and client expectations.Ability to change focus at any time to meet urgent items.Willing to take on new challenges as situations arise and try new methods that improve overall efficiency within the department.Excellent moral and ethical character.Excellent attention to detail.Must be able to form and maintain good relationships with advisors, vendors and co-workers.Preferred: Previous securities industry experience.Must be willing to complete fingerprinting and background checks.#J-18808-Ljbffr