Advisor Operations Associate at Elevated Retirement Group - Utah · Draper, UT · Joined
EU
Advisor Operations Associate
Elevated Retirement Group - Utah · Draper, UT · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Junior
Team: Advisor Operations · Source: jobright · Posted by joined-scrapper
About the role
Elevated Retirement Group is hiring an Advisor Operations Associate to support advisors with account processing, onboarding, custodial transactions, service activities, and as-needed financial planning support. The role requires a bachelor's degree or equivalent experience, strong Excel skills, and the ability to handle multiple priorities in a fast-paced environment.
What you’ll do
Support advisors affiliated with Elevated Capital Advisors, LLC
Handle account processing and client onboarding
Manage custodial transactions and service activities
Provide as-needed financial planning support
Deliver a strong client experience
Ensure accuracy in processing financial transactions and documentation
What you’ll need
Bachelor's degree in Finance, Business, Economics, or related field or equivalent experience
Intermediate to advanced Microsoft Excel skills and ability to learn new systems quickly
Strong attention to detail and commitment to accuracy
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Strong organizational, time-management, and communication skills
Willing and able to obtain required license within six months of hire
Original job description
Elevated Retirement Group is hiring an Advisor Operations Associate to support advisors affiliated with Elevated Capital Advisors, LLC. The role handles account processing, onboarding, custodial transactions, service activities, and as-needed financial planning support to help deliver a strong client experience.Bachelor's degree in Finance, Business,…