Operations Coordinator Job at Accelerate Retirement, Aliso Viejo, CA

Nkxka045dzNiMjdjNDVyT2FQQzBRMVVSRnc9PQ==
  • Accelerate Retirement
  • Aliso Viejo, CA

Job Description

Description

This is a role responsible for providing service to our plan sponsor, individual, advisor clients.

Position Responsibilities

  • Answering phone calls and emails from clients
  • Utilizing our proprietary portal to run reports
  • Coordinating internal operations
  • Assisting with client paperwork
  • Managing internal advisor relationships

Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization. Familiarity with customer service is preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

  • Familiarity with finance industry terminology, products and services
  • Ability to provide instruction via phone and/or webinar
  • Confidence with learning our web portal
  • Strong communication skills when working with peers, senior management, team members and vendors
  • Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

  • Ability to maintain a high degree of accuracy in a fast-paced environment is a must
  • Individual must possess good analytical, problem solving, and communication skills, both verbal and written

WORKING CONDITIONS:

Hybrid work schedule: Climate-controlled office environment 3-4 days a week and Work-from-Home 1-2 days. Flexible work start and end times. Enjoy free access to the office gym (includes use of Peloton bikes), an outdoor lounge and a generous holiday schedule with early office closures on days prior to holidays.

Job Type: Full-time

Pay Range: From $70,000-$90,000 per year (depending on experience and Series 65 licensing)

Benefits:

  • 401(k)
  • 401(k) employer contribution
  • Health insurance (employer paid)
  • Dental insurance (employer paid)
  • Vision insurance (employer paid)
  • Company Bonus Plan
  • Generous PTO & Holiday Schedule

Job Tags

Holiday work, Full time, Outdoor, Flexible hours, 3 days per week,

Similar Jobs

Voda Cleaning & Restoration

Restoration Technician Job at Voda Cleaning & Restoration

 ...physical stamina, attention to detail, and the ability to work collaboratively in a team environment. The role will be within a restoration company doing demo and restoration work. This position is currently part time but will be full time very quickly as we are growing... 

Allied Universal

Security Officer - Full Time Job at Allied Universal

 ...Job Description Overview Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels... 

ECC

Assistant Project Manager - Japan Job at ECC

 ...Description Location: Working on-site in Japan. ECC is seeking an Assistant Project Manager for a ground-up construction project for a seven-story hotel in Japan. This project is anticipated to start in February or March 2025 within the country and is expected... 

Williams Comfort Air

HVAC Lead Installer - WCA Job at Williams Comfort Air

Overview: We are hiring an HVAC Lead Installer immediately and offering a $5,000 sign-on bonus!! Come join one of the largest HVAC companies in the entire Midwest. We keep on growing because we only hire the best (that's YOU) and our client's love us for it! People... 

Fusion Technology LLC

Security Systems Technician (Overseas) Job at Fusion Technology LLC

 ...Overseas Security Systems Technician Job description In this role you will need design and draw complex Electronic Security System (ESS) and Closed-Circuit Camera System (CCTV) equipment and components; and infrastructure to support ESS, communication systems and...