Operations Coordinator

Location: Urbandale, Iowa, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving agents and clients nationwide.

What you will do

• Process new account applications, account changes, and client service requests within designated timeframes.
• Communicate with financial advisors and clients by phone and email to resolve incomplete or incorrect applications and requests.
• Identify solutions to customer service issues and consult leaders or management on difficult situations and exceptions.
• Accurately enter client personal and suitability information into the firm's books and records system.
• Facilitate required regulatory mailings and provide customer support through written correspondence, email, phone, internet, and fax.

Requirements

• High school diploma or GED.
• At least one year of direct experience with a broker-dealer, registered investment adviser, or insurance organization.
• Ability to process financial account documentation accurately and within required deadlines.
• Ability to become a non-registered fingerprint person of Brokers Financial.

Nice to have

• Financial industry experience.
• FINRA Series 6 or Series 7 license.

Culture & Benefits

• Family-like work environment focused on employee support and professional growth.
• Opportunities to develop a career within a hyper-growth company.
• Competitive compensation package with benefits for employees and their families.
• Equal opportunity employment and reasonable accommodations for qualified individuals with disabilities.