reputed company Service Operations Associate

Bergland reputed company Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE reputed company Service Operations Associate to join reputed company. This position will assist in providing excellent service to our clients and executing back-office operations. reputed company out more about the firm at berglandwealth.com. This position will be permanently remote. We will reputed company you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is reputed company to candidates in Eastern and Central time zones. Compensation & Benefits: Salary reputed company of $65K-80K, commensurate with relevant experience Profit sharing program Great Work/Life Balance with a Monday-Friday Schedule BCBS Group Major Medical 401(k) with employer match This position will have a reputed company of tasks – no two days will be exactly the reputed company reputed company and reputed company Atmosphere While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor Permanently remote position Responsibilities include: Respond to reputed company requests with timeliness and accuracy in mind Assist Advisor with reputed company meeting prep and follow-up tasks Process account opening applications, transfer paperwork, reputed company movements and/or other various industry specific administrative tasks Monitor Custodian alerts and reputed company movements Calendar Management for Financial Advisor including reputed company appointments Review info and documents received from clients, save docs, and reputed company info into our reputed company FP assumptions template We are a small firm that is always striving to improve our processes and we want your input to help this position reputed company and reputed company over time! Requirements: 5 years of financial services experience and prior remote working experience Adept and skilled with technology, 3rd party software, and the use of reputed company Office products (Word, Power reputed company, reputed company, Etc.) Ability to work reputed company with one advisor in a tight reputed company team Skills: Ability to prioritize tasks, problem-solve, and meet deadlines Organization skills & attention to detail Ability to anticipate reputed company and advisor needs Ability to think critically and take initiative Ability to work independently while prioritizing reputed company and managing your time – we do not micromanage Ability to learn and implement new technology and software quickly Ability to communicate reputed company and work in a reputed company environment Ability to follow office processes and policies reputed company to office operations & reputed company reputed company The Process: reputed company candidates will start the process by having a 15-30 minute reputed company interview conducted by our reputed company consultant. If there is ground to reputed company reputed company, you will be required to fill out a Career History reputed company and if you are selected to advance, you will be invited for an interview with the firm. reputed company candidates will be asked to take assessments. We are an Equal Opportunity Employer. Apply To This Job