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Operations Associate - Symonds Wealth Management

Kestra Financial

Fort Worth, TXFull-timePosted 7mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Fort Worth, TX
Schedule
Full-time
Work Authorization
Not specified

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Job overview

Kestra Financial is hiring an Operations Associate - Symonds Wealth Management. The Operations Associate at Symonds Wealth Management handles a variety of operations, customer service, and administration duties. This role requires a detail-oriented individual who can work at a fast pace, support a team, and follow processes to ensure accuracy and timely communication within a retirement planning and investment management firm.

Key focus areas include Follow necessary steps for investment account creation, Continuously follow up on outstanding requirements during account creation and funding, and Communicate over the phone and email to gather requirements for account creation.

Preferred (not required): Computer Skills, Communicating Over The Phone, Organizational Skills, and Persistency.

Skills & qualifications

RequiredNice to have

Skills

Computer SkillsCommunicating Over the PhoneOrganizational SkillsPersistencyDetail-OrientedFollow Processes and ProceduresAccuracyTimely Communication

Qualifications

1-3 Years ExperienceCollege Degree

Full job description

Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.

Job Title: Operations Associate

Job Type: Full-Time

Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107

Reports To: Operations Manager

Job Overview

Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication

Responsibilities and Duties

  • Operational Duties

  • Follow necessary steps for investment account creation

  • Continuous follow up on outstanding requirements during account creation and account funding

  • Communicate over the phone and email to gather requirements for account creation

  • Adding, updating, and completing workflows within our CRM system

  • Address work items in NOT IN GOOD ORDER (NIGO) status

  • Add and edit account features such as cashiering requests for a client

  • Work alongside experienced team members and ask for help when needed

  • Customer Service Duties

  • Create a welcoming experience for all guests and team members

  • Answer inbound phone calls and route them to the right person or take a message

  • Handle customer requests and account service items like address and beneficiary changes

  • Set up and maintain our customer online portal experience in eMoney

  • Administrative Duties

  • Data Entry

  • Creating electronic files for clients and accounts

  • Printing, Scanning, Faxing, Mailing, and Filing

Qualifications

  • Experience: 1-3 years preferred but not required

  • Education: College degree preferred but not required

  • Skills Required:

  • Computer Skills

  • Communicating Over the Phone

  • Organizational Skills

  • Persistency

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