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Operations Associate

In Iowa United States

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Operations Associate   

JOB TITLE:

Operations Associate

JOB TYPE:

Full-time

JOB LOCATION:

Cedar Falls Iowa United States

JOB DESCRIPTION:

Sernett Wealth Management

Operations Associate

Sernett Wealth Management, a comprehensive financial planning firm in Cedar Falls, IA, is hiring.

Primary responsibilities include:

  • Work with clients and colleagues to ensure proper account opening procedures and documentation.
  • Assist with day-to-day client service requests/tasks (meeting prep, case notes, data input, trade review, etc.
    ).
  • Collaborate with teammates to maintain compliant files.
  • Contracting, licensing and designation oversight and tracking.
  • Vendor and subscription management.
  • Ongoing and year-end metrics tracking and reporting.
  • Sales and marketing support.
  • Work within a collaborative team environment for the benefit of our clients

Ideal candidate will possess:

  • Bachelors Degree required
  • Previous financial services experience with insurance and securities licenses preferred
  • Strong attention to detail
  • Previous client service and/or operations experience
  • High ethical and compliance standards are a must
  • Technologically saavy
  • Ability to work independently

Competitive base salary dependent upon experience, as well as incentive compensation and flexible benefits package available.
Sernett Wealth Management offers a great team environment and the opportunity to work with top notch clients.
We are affiliated with Fortune 100 company, Northwestern Mutual.
Our core values are: SECURITY, THOUGHT LEADERSHIP, PARTNERSHIP, CONTINUOUS LEARNING, ACCOUNTABILITY, HIGH PERFORMANCE and BALANCE.

Applicants should direct resumes and inquires to Jason Hassman at jason.
hassman@nm.
com
, or by calling 319-235-3356.

Job Type: Full-time

Pay: $50,000.
00 - $70,000.
00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Payment frequency:

  • Paid semi-monthly

Schedule:

  • Monday to Friday

Travel requirement:

  • No travel

Ability to Relocate:

  • Cedar Falls, IA: Relocate before starting work (Required)

Work Location: In person

Position Details

POSTED:

EMPLOYMENT:

Full-time

SALARY:

70000 per year

SNAPRECRUIT ID:

S-1707125418-0c400a7428b0d24a6f3ddc8be94e4bef

LOCATION:

Iowa United States

CITY:

Cedar Falls

Job Origin:

jpick2

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Operations Associate    Apply

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Sernett Wealth Management

Operations Associate

Sernett Wealth Management, a comprehensive financial planning firm in Cedar Falls, IA, is hiring.

Primary responsibilities include:

  • Work with clients and colleagues to ensure proper account opening procedures and documentation.
  • Assist with day-to-day client service requests/tasks (meeting prep, case notes, data input, trade review, etc.).
  • Collaborate with teammates to maintain compliant files.
  • Contracting, licensing and designation oversight and tracking.
  • Vendor and subscription management.
  • Ongoing and year-end metrics tracking and reporting.
  • Sales and marketing support.
  • Work within a collaborative team environment for the benefit of our clients

Ideal candidate will possess:

  • Bachelors Degree required
  • Previous financial services experience with insurance and securities licenses preferred
  • Strong attention to detail
  • Previous client service and/or operations experience
  • High ethical and compliance standards are a must
  • Technologically saavy
  • Ability to work independently

Competitive base salary dependent upon experience, as well as incentive compensation and flexible benefits package available. Sernett Wealth Management offers a great team environment and the opportunity to work with top notch clients. We are affiliated with Fortune 100 company, Northwestern Mutual. Our core values are: SECURITY, THOUGHT LEADERSHIP, PARTNERSHIP, CONTINUOUS LEARNING, ACCOUNTABILITY, HIGH PERFORMANCE and BALANCE.

Applicants should direct resumes and inquires to Jason Hassman at jason.hassman@nm.com , or by calling 319-235-3356.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Payment frequency:

  • Paid semi-monthly

Schedule:

  • Monday to Friday

Travel requirement:

  • No travel

Ability to Relocate:

  • Cedar Falls, IA: Relocate before starting work (Required)

Work Location: In person

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