Operations Coordinator - Money In
reputed company is committed to providing opportunities for a reputed company financial future for everyone. The Operations Coordinator role involves providing customer service support, processing and reconciling rollover transactions, and ensuring the accuracy of information while communicating effectively with clients and team members.
Responsibilities
- Processes transactions reputed company to operations' functions
- Reconciles and verifies accuracy of information
- Refers incoming information to other staff members as appropriate
- Provides customer service to clients
- Answers and resolves customer complaints and questions in an efficient and friendly manner
- Communicates problems to associates in other areas
- Follows up to ensure issues are resolved and communicated to customers in a timely manner
- Monitors accounts and reports for accuracy
- Communicates status of transactions to clients
- Reconciles account information
- Documents and summarizes information for team members
- Participates in training and ongoing professional development
- Other duties as assigned
Skills
- Basic knowledge of company products
- Solid decision-making and problem solving skills
- Strong oral and written communication skills
- Ability to work independently as well as in a team
- Detail oriented
- High school diploma or equivalent. College degree preferred
- FINRA Series 6 & 63 preferred
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Company Overview
Company H1B Sponsorship