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Seeking a Financial Operations Coordinator in West Des Moines!!

Job Description

This role is for an Operations Coordinator in the Brokerage Operations area. The ideal candidate will be open to learning multiple lines and will ensure all necessary documents are on file for clients while maintaining their accuracy. The position involves processing daily work related to asset movement, account transfers, and new account set-up and maintenance. The candidate will handle routine and complex transactions with accuracy, timeliness, and efficiency. They will proactively identify, interpret, and resolve potential problems while following procedures to meet service level agreements and achieve quality metrics. The role also includes using and supporting various financial products, software, and systems, complying with company policies and regulatory requirements, performing account reconciliations, calculating interest and dividend payments, and processing incoming contributions and outgoing distributions. Additionally, the candidate may maintain information on various databases and run reports to research information.

Responsibilities

• Ensure all necessary documents are on file for clients and maintain their accuracy.

• Process daily work associated with your department, including asset movement, account transfers, and new account set-up and maintenance.

• Handle routine and complex transactions accurately, timely, and efficiently.

• Proactively identify, interpret, and resolve potential problems.

• Independently follow procedures to meet service level agreements and achieve quality metrics.

• Learn, use, and support various financial products, software, and systems.

• Comply with company policies and regulatory requirements.

• Perform various account reconciliations and calculations.

• Calculate interest and dividend payments and process incoming contributions and outgoing distributions.

• Maintain information on various databases and run reports to research information.

Essential Skills

• Experience in accounting, reconciling, data entry, and processing.

• Knowledge of annuities, brokerage, Pershing, finance, and accounting.

• 1+ years of experience in the financial services industry.

• 1+ years of experience processing in a high volume and deadline-driven environment.

• 1+ years of experience in a processing, accounting, or production-driven environment.

Additional Skills & Qualifications

• Candidates with a Business degree are preferred but not required.

Work Environment

The work environment is business casual with an open cubicle style. The team is currently working 1 day a week in the office and 4 days from home, but this will change to 2 days in the office and 3 days from home starting 1/1/25. The company does not have a clock in and clock out system and there is no lunchroom that serves food, though there is a place to eat. The shift is from 8am to 5pm.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.