Healthcare professional preparing and assisting in surgeries at Main - Klinik Ochsenfurt. Responsible for patient care and operational organization in the operating theater.
About the role
- Operations Associate at a wealth management firm coordinating business operations and client services. Focused on administrative support and internal planning with a mission of financial security.
Responsibilities
- Business operations & administrative support
- Client service support: executing directives based on client needs
- Manage client communication including correspondence, notes, files, and maintain compliant client records
- Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
- Underwriting support: schedule necessary medical exams, obtain pre-application Information, prepare insurance applications, update client records, monitor applications in underwriting and prepare policies for delivery
- Investment operations support: Partner with internal Planning Department to open and track new investment accounts, prepare Investment paperwork for implementation and complete check deposit forms, and track money transfers
- Keep up to date on software system enhancements, new products and compliance changes/opportunities
- Participate in learning opportunities
Requirements
- Bachelor’s degree preferred in finance or related field
- Financial operations and/or financial planning experience preferred
- MN State Life, Accident and Health licensed, or ability to gain licensing within six months of employment
- Client Resource Management experience preferred
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