Education Coordinator
RFK Community AllianceSpringfield, Massachusetts, United StatesFull-time
Education Coordinator ... Show more
Operations CoordinatorUSI Insurance Services • Glastonbury, CT
Operations Coordinator
USI Insurance Services • Glastonbury, CT
30+ days ago
Salary
$45,000.00–$50,000.00 yearly
Job type
- Full-time
- Remote
Job description
Salary range: $45,000 - $50,000
General Description:
Maintain clerical, administrative and operations tasks for the Investment Advisory Department. Support Plan Consultants with client onboarding and retention.
Responsibilities:
· Produce quarterly investment reviews for Defined Contribution (DC) and Defined Benefit (DB) clients.
· Schedule and participate in investment review meetings for clients with Investment Consultants. Document, execute and confirm investment committee decisions. Includes fund changes, plan provision changes, and employee education meetings.
· Assist with establishment of new client relationships. Deliver service agreements and new account applications. Complete conversion of assigned new business. Schedule transition meetings, conference calls and follow-up meetings.
· Act as the liaison between the service provider and client. Execute the deliverables outlined in the Annual Client Service Calendar.
· Complete monthly participant updates.
· Assist administrative team in completing Advisory Billing.
· Process and record mutual fund trading.
· Maintain complete and accurate list of clients. Includes contact information for all DC and DB clients.
· Coordinate new business paperwork. Includes advisory contracts, trust, and brokerage documentation.
· Assist leadership with compliance documents and registration updates.
· Complete Annual Disclosure mailing and maintain accurate records.
· Review Defined Benefit client accounts weekly for contributions and cash positions.
· File hardcopy and computer documents appropriately. Includes filing of monthly/quarterly client statements.
· Provide sales support as needed.
Knowledge, Skills and Abilities:
· Associates degree or equivalent work experience in retirement or brokerage industry. Bachelor’s degree preferred.
· Experience with investment related software preferred.
· Detail oriented. Strong organizational skills and ability to multi-task.
· Working knowledge of Microsoft Office suite, including Excel, Power Point, and Word.
· Strong oral, written and interpersonal communication skills.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
Salary range: $45,000 - $50,000
Create a job alert for this search
Operations Coordinator • Glastonbury, CT
Similar jobs
Store Operations Specialist
At Home Stores LLCManchester, CT, United StatesFull-time
The Store Operations Specialist (SOS) leads and trains teams in performing all freight functions, including unloading, processing, stocking, and resets.The Store Operations Associate is responsible... Show more
Logistics Coordinator
PrideStaffAvon, CT, United StatesFull-time
Logistics Coordinator - $23/hr.A large manufacturing company is looking for a 3rd shift Forklift Operator to join their growing team!.Logistics Coordinator Schedule:.Sunday - Thursday 10 PM - 6 AM.... Show more
Leave & Absense Coordinator
BOTG LLCBloomfield, CT, USFull-time
Core skills and experience: 1+ years of familiarity with state PFL and FMLA 2+ years of Customer Service background.Key Responsibilities: Virtual roles work from a home office with periodic visits ... Show more
Party Coordinator
Urban Air Adventure ParkManchester, CT, United StatesFull-time
PARTY COORDINATOR JOB SUMMARY The Party Coordinator is responsible for selling fun! Our ideal team member will serve as the 'First Point of Contact' of Urban Air and work with our guests to desig... Show more
Operations Coordinator - South Africa
Rad HiresWindsor, CT, United StatesFull-time
Operations & Systems Coordinator (Remote Full-Time, South Africa).About the Role We're looking for a proactive and detail-oriented Operations & Systems Coordinator to support our staffing and payr... Show more
EACS Operations
Butler Aerospace and DefenseWindsor Locks, CT, US$32.00 hourly
Full-time
EACS Operations Location: Windsor Locks, CT Job ID: #72511 Pay Range: $32-38 W2 Contract.The contractor will maintain a culture of safety, quality and compliance as a top priority.Leverage exceptio... Show more
Engineering Operations and Support Admin
Munich REHartford, Connecticut, United StatesFull-time
Hartford, United States; Wayne, United States; .Hybrid work schedule from either Hartford, CT or Wayne, PA.Administrative position reporting to the Manager, Engineering Operations.The individual ... Show more
ShopRite - CGO Coordinator (Milford CT) Salary Range $20.00-$25.00/hr
ShopRiteClinton, CT, United StatesFull-time
ShopRite - CGO Coordinator (Milford CT).Title: ShopRite - CGO Coordinator.Location: Clinton, CT (ShopRite of Clinton).Job Summary: To effectively direct and supervise all functions and activities o... Show more
Operations Service Manager
Burlington Stores, Inc.Farmington, CT, United StatesFull-time
Are you a proven leader with a strong drive to succeed? Do you work well in a process-driven environment where organization and efficiency are critical to success? Are you an expert multitasker who... Show more
Parts Operations Coordinator
Tsugami AmericaWindsor, CT, United StatesFull-time
Parts And Rotary Repair Project Coordinator.Join a USA Today Top Workplace!.North America, is a third generation, family owned and operated business that serves manufacturers of precision machined ... Show more
Account Coordinator
Allied World Assurance Company Holdings, LtdFarmington, CT, United StatesFull-time
Job Summary: We are seeking a strong candidate with operational skills and insurance knowledge to join our team supporting our North American Production Underwriters.The position requires strong an... Show more
Aviation Operations & Support
US NavyMiddletown, Connecticut, United StatesFull-time
Job Title: Aviation Operations & Support (Enlisted).Category / Component: Enlisted • Active.Aviation Boatswain's Mates in Aviation Operations & Support help launch and recover naval aircraft quick... Show more
Customer Experience Coordinator
MarshallsAvon, Connecticut, United States of AmericaFull-time
At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more
Fixed Operations Field Specialist
HRU Technical ResourcesHartford, CT, United StatesFull-time
Fixed Operations Field Specialist.This role supports dealership service operations by identifying capacity constraints, improving workflow efficiency, and enhancing the overall customer experience.... Show more
Operations Supervisor
Johnson Service GroupManchester, CT, USFull-time
Seeking an experienced Operations Supervisor to lead our composites manufacturing area in Manchester, CT.This role is responsible for overseeing daily production activities with a focus on resin tr... Show more
Events Coordinator
MichaelsEast Hartford, CT, United StatesFull-time +1
Store - HART-EAST HARTFORD, CT.Plan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests.De... Show more
Payroll Coordinator
Legrand AV, Inc.West Hartford, Connecticut, United StatesFull-time
Legrand North America (LNA) Team.This position is a Hybrid work model.In this role you will be responsible for the accurate and timely completion of payroll processing, funding preparation, reconci... Show more
Area Customer Service Coordinator
Ricoh Americas CorporationRocky Hill, CT, United StatesFull-time
Job Title: Area Customer Service Coordinator Summary: Join our team as an Area Customer Service Coordinator, where you'll be a vital link in ensuring exceptional service delivery to our valued cl... Show more
Aerospace Operations Supervisor, 2nd Shift
PCX Aerostructures, LLCManchester, Connecticut, United StatesFull-time +1
Aerospace Operations Supervisor, 2nd Shift.About the Organization Applied Aerospace & Defense (Applied) is a premier provider of advanced design, engineering, and vertically integrated manufactur... Show more