Operations Associate

Nations Financial Group Inc

Cedar Rapids, IA Financial Services & Banking / Customer Service
Nations Financial Group, Inc. is a wealth management firm headquartered in Cedar Rapids, IA.  We help top tier independent financial advisors grow, run and protect their practices by providing exceptional systems, service, and support.

We are currently seeking a qualified individual for a position with our team.  Applicants should be highly motivated, outgoing, task and goal oriented individuals with an interest in financial services. This position offers a competitive salary and excellent benefits.

This position will support day-to-day operations by performing several different tasks with a wide range of responsibilities.

Primary duties include:

-          Processing of new accounts, deposits, and withdrawals daily
-          Processing of account changes, maintenance items, and service requests
-          Communicate with and assist financial advisors and clients with various requests  
-          Prepare forms and paperwork for processing, documentation and imaging

Qualifications & Skills:

-          Ability to apply learned knowledge
-          Achieve results with accuracy and precision
-          Apply sound analytical thinking techniques
-          Customer centric business philosophy and team oriented approach
-          Proficient with Microsoft Office and data entry
-          Verbal & written communication skills
-          Ability to obtain FINRA Series 99 and/or Series 7 license

Application Instructions:

To apply for this position, please email careers@nationsfg.com.

Please respond in confidence with resume, compensation history and salary expectations.

Applying for:

Operations Associate

Nations Financial Group Inc

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Job ID: 67875

Posted 10 days ago

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