Business Operations Specialist
- Employer
- First Point Financial
- Location
- Minneapolis, Minnesota
- Salary
- Not Specified
- Posted
- Apr 26, 2017
- Closes
- Jun 27, 2017
- Ref
- 4347120129#GIJ--J2CBackfill.1
- Category
- Operations
- Job Type
- Not Specified
- Career Level
- Not Specified
Job DescriptionStrategic Financial Concepts, a Financial Planning firm located in St. Louis Park, has an immediate opening for a Business Operations Specialist. Responsibilities include timely processing of investment and insurance applications, providing prompt and courteous customer service to our clients, and daily operational duties to keep business running smoothly. This individual would provide administrative support to two successful financial advisors. Experience in financial services is preferred. This position is full-time with the option of flexibility in the summer months. Required:Organized, capable of multi-tasking and meeting deadlinesStrong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and the ability to navigate multiple web-based investment company platformsGood understanding of the client service model (processes, next steps, follow-up) and be able to streamline and create efficiencies.Heavy transactional service work - excellent ability to communicate via phone and email in a professional and timely manner. Accuracy in in pre-filling investment and insurance applications and post-sale follow-up to ensure all is documented and processed in good order. Company DescriptionFirst Point Finanical is a producer group. What is a producer group? A collection of independent financial advisors that have chosen to work together, providing experience and depth of service for our clients. The registered representatives and investment advisors offer their investement and advsiory services through H. Beck, Inc. a broker-dealer (member FINRA/SIPC) and a registered investment adviser.