Step into a role where you empower businesses and individuals to flourish now and in their future endeavors. Join our community, a beacon for people-first and client-centered interactions in every facet of our operations. We're a collective of forward-thinkers, dedicated to pushing the boundaries to achieve our mission while holding fast to our core value of integrity. Together, we're on a quest to enhance and simplify the health and wealth journey for everyone, tirelessly seeking superior outcomes.
Our inclusive environment welcomes talent from across various states, with certain roles designed for remote work. We're committed to creating a diverse and genuine workplace, reflecting the variety of businesses and clients we support. If you're eager to contribute to a team that celebrates diversity, fosters career growth, and thrives in collaboration and fun, we're eager to hear from you.
About the Role
As an Operations Support Admin within the Asset Services team, you'll be instrumental in providing operational support for both Alternative and Traditional Asset divisions. This role is vital for managing electronic and physical correspondence related to assets, supporting our Transfers and Asset Services teams, and ensuring seamless operational workflows.
Responsibilities:
Manage, sort, and distribute electronic and physical mail including purchase confirmations, sponsor statements, and more.
Utilize firm data archival for scanning and organizing documents.
Execute mail merges, prepare and dispatch client and sponsor correspondence.
Support the re-registration process through deed preparation and eRecording.
Aid in the management of custodian follow-ups and transfer documentation.
Liaise with internal departments, external sponsors, and clients to troubleshoot and resolve issues.
Uphold our commitment to high service levels and accuracy in all processing tasks.
Undertake additional responsibilities as required.
We're Looking For:
0-1 year(s) of relevant experience.
Eager, inquisitive learners with keen attention to detail.
Highly organized and dependable individuals with proficient typing and data entry skills.
Independent workers with a proactive approach to problem-solving.
Strong computer skills, especially in Microsoft Office applications.
Excellent communicators with a positive and adaptable attitude.
Preferably, knowledge in IRA, alternative investments, and data archival systems.
Why Join Us
Our organization offers robust solutions in health, wealth, retirement, and benefits, aiding over 7 million clients to navigate their financial journey confidently. With a vast network and a comprehensive suite of services, we're dedicated to ensuring brighter futures. Our relentless pursuit of excellence has earned us recognition for growth and workplace culture.
Take the Next Step
If you're inspired to make a meaningful impact and join a team where your work truly matters, we welcome your application. Let's build a brighter future together.
Employment Type: Full-Time
Salary: $ 75,000.00 Per Year
