Wealth Management Agency Operations Specialist
Wealth Management Agency Operations Specialist
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$ 57810 - 86715
1 Vacancy
Job Description
Overview:
As a Wealth Management Agency Operations Specialist you will support Guardian Agencies with submitting new business and servicing wealth management accounts.
You will:
- Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients
- Process new account opening funding and annuity purchase requests
- Assist with asset movements like transfers wires checks journals and setting up standing ACH instructions
- Monitor an agencys book of business through management of the firms work basket and proactive alerts
- Act as point of contact for agency operational issues
You have:
- College Degree or relevant work experience
- Strong retirement and wealth management knowledge
- Must be able to work independently and as part of a team
- Must have background in the financial services industry in a service operational or sales support role
- Experience with Pershings NetX360 Wove performance reporting and Envestnet Portfolio Management system
- Must be detail oriented and possess excellent time management skills
- Must understand broker dealer systems for account opening asset movements and order entry
- Must be proficient with MS Office programs
Location and Travel:
- Pittsfield MA Holmdel NJ or Bethlehem PA
- Some travel may be required for this role.
Salary Range:
$57810.00 - $86715.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education experience knowledge and abilities of the successful candidate. In addition to salary this role may also be eligible for annual sales or other incentive compensation.
Our Promise
At Guardian youll have the support and flexibility to achieve your professional and personal goals. Through skill-building leadership development and philanthropic opportunities we provide opportunities to build communities and grow your career surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardians Purpose to inspire well-being we are committed to offering contemporary supportive flexible and inclusive benefits and resources to our colleagues. Explore our company benefits at apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age race color creed religion sex affectional or sexual orientation national origin ancestry marital status disability military or veteran status or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and activities.Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individuals known limitations related to pregnancy childbirth or related medical conditions unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
