New Business & Operations Coordinator

Premier Investments of Iowa

Summary: Our rep-advisors help clients manage long-term financial goals. As a New Business & Operations Coordinator in an OSJ branch office, you will work under the direction of our rep-advisors and staff to support the daily functions and activities in the office. Accuracy and attention to detail are a must for this position. Essential Duties and Responsibilities (May consist of one or more of the following):

· Obtain working industry knowledge of key industry topics, including achieving appropriate FINRA licensing and experience necessary to work directly with clients.

· Assist management in all capacities relating to the operation of the practice and maintain overall client engagement.

· Provide office support as necessary including problem-solving requests for assistance from the firm’s existing clients, new or prospective clients, registered representatives, new representatives, staff and other entities.

· Determine, prepare, and process the necessary paperwork for existing, new, and prospective clients’ appointments as requested by the rep-advisors.

· Follow-up by phone and/or database software systems with product companies to ensure receipt of pending business transactions.

· Perform various clerical functions including but not limited to answering telephone, filing, faxing, copying, mailing documents, etc.

· Other duties as assigned.

Non-Essential Duties and Responsibilities: Be available at the direction of a supervisor or manager to cross-train or assist in other areas as necessary.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience: Entry-Level position, but experience in the Securities Industry is preferred.

Certificates and Licenses: Securities and Insurance licenses preferred.

Supervisory Responsibilities: This position holds no supervisory responsibilities.

Reasoning Ability: Ability to solve practical problems and interpret a variety of instructions furnished in written, oral, and diagram or schedule form.

Language Ability: Ability to read, analyze, and interpret technical procedures or governmental regulations. Ability to write reports, business correspondence, and procedures manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Computer Skills: Experience with popular content management systems, database software, email, Internet software, spreadsheets, graphics, and word-processing.

Work Environment: While performing the duties of this job the employee is exposed to a quiet noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands: While performing the duties of this job the employee is regularly required to sit, use hands to finger, handle or feel, and talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch or crawl. The employee is required to lift up to 25 pounds. The vision requirements include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Schedule: Full-time position of 40 hours a week, Monday – Friday. Time is between the hours of 8:00AM and 4:00PM.

*This position is remote-friendly, but does require some onsite time.

COVID-19 Precautions

Our office is currently open by appointment, limiting the number of people in the space at one time. While staff is encouraged to work remotely whenever possible, there will be some job functions that require staff to be in the office for a limited period. For staff safety, masks are provided for all employees & clients, and cleaning procedures are in place. 

Application Instructions:

Job Application & Resume can be sent via email or mail. 

Applying for:

New Business & Operations Coordinator

Premier Investments of Iowa

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

Job ID: 71295

Posted 26 days ago

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