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Job Title: Operations CoordinatorJob Description

This role is for an Operations Coordinator in the Brokerage Operations area. The position requires the independent and timely review and processing of Non-Registered Associates, Registered Admin, and testing kits. The Operations Coordinator will ensure accurate auditing, high-quality check-in calls, professional welcome emails, and timely processing of transitioning business.

Responsibilities

• Independently review and process Non-Registered Associates, Registered Admin, and testing kits.

• Accurately audit and identify paperwork that is not in good order.

• Conduct high-quality check-in calls that add value to newly affiliated individuals.

• Send professional welcome emails to newly affiliated individuals within Service Level Agreements.

• Process transitioning business accurately and timely.

• Contact product companies for Change of Representative updates and update status on client tracking sheets.

• Close all assigned opportunities in Salesforce timely and prevent backlog.

Essential Skills

• Accounting

• Reconciling

• Data Entry

• Processing

• Annuities

• Brokerage

• Pershing

• Finance

Additional Skills & Qualifications

• Candidates with a Business degree are preferred, but not required.

• 1+ years of experience in the financial services industry.

• 1+ years of experience processing in a high volume and deadline-driven environment.

• 1+ years of experience in a processing, accounting, or production-driven environment.

Work Environment

The work environment is business casual with an open cubicle style. This is not a clock-in and clock-out company. While there is no lunchroom that serves food, there is a place to eat. The shift is from 8 am to 5 pm.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.