Operations Coordinator

General Description: Maintain clerical, administrative and operations tasks for the Investment Advisory Department. Support Plan Consultants with client onboarding and retention.

Responsibilities:

• Produce quarterly investment reviews for Defined Contribution (DC) and Defined Benefit (DB) clients.

• Schedule and participate in investment review meetings for clients with Investment Consultants. Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings.

• Assist with establishment of new client relationships. Deliver service agreements and new account applications. Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings.

• Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar.

• Complete monthly participant updates.

• Assist administrative team in completing Advisory Billing.

• Process and record mutual fund trading.

• Maintain complete and accurate list of clients. Includes contact information for all DC and DB clients.

• Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation.

• Assist leadership with compliance documents and registration updates.

• Complete Annual Disclosure mailing and maintain accurate records.

• Review Defined Benefit client accounts weekly for contributions and cash positions.

• File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements.

• Provide sales support as needed.

Knowledge, Skills and Abilities:

• Associates degree or equivalent work experience in retirement or brokerage industry. Bachelor's degree preferred.

• Experience with investment related software preferred.

• Detail oriented. Strong organizational skills and ability to multi-task.

• Strong client management and presentation skills.

• Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word.

• Ability to work independently and with a team in a fast-paced environment.

• Strong oral, written and interpersonal communication skills.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Salary range: $45,000 - $50,000

Job ID:

28478