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Director of Operations

Cedar Rapids, IA

Job Information:

A leading financial services company provides comprehensive financial services to help business owners and individual clients pursue their retirement goals. Located in Cedar Rapids, IA, our office offers a pleasant working atmosphere.  Our business environment encourages employees to excel and realize their full potential.  We currently have an opportunity for a Director of Operations position.

The Director of Operations is an accountable, self-reliant and intelligent team member who is comfortable working as part of a team, but can work independently as well.

Responsibilities will include:
  • Manage client relationship system - Salesforce
  • Process securities trades on the Fidelity Wealthscape system
  • Manage new client onboarding
  • Provide prompt and courteous service to clients
  • Process new business and provide customer service on existing accounts
  • Administrative and other duties as assigned

Candidate must have the following qualifications:
  • Excellent computer skills, including Microsoft Office suite, and specific company softwear Salesforce and Wealthscape
  • Series 6 or 7 license preferred, or able to obtain
  • Excellent time management skills
  • Detail oriented self-starter
  • Excellent organizational and communication skills
  • Ability to work under pressure and consistently meet deadlines
  • Manage day-to-day activities, as well as special projects

Application Instructions:

If you are interested in this challenging position, please submit your resume and cover letter to helle.becky@principal.com

Applying for:

Director of Operations

Confidential

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Posted 08/09/17

Job ID: 25712096