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Operations Coordinator

Job Description

This role is for an Operations Coordinator in the Brokerage Operations area. The position involves independent and timely review and processing of Non Registered Associates, Registered Admin, and testing kits.

Responsibilities

+ Audit accurately and completely to identify paperwork that is not in good order.

+ Conduct high-quality check-in calls that add value to newly affiliated individuals.

+ Send professional welcome emails to newly affiliated individuals within Service Level Agreements.

+ Process transitioning business accurately and in a timely manner.

+ Contact product companies for Change of Representative updates and update status on client tracking sheets.

+ Close all assigned opportunities in Salesforce promptly to prevent backlog.

Essential Skills

+ Proficiency in accounting, reconciling, data entry, and processing.

+ Knowledge of annuities, brokerage, and financial processes.

+ 1+ years of experience in the financial services industry.

+ 1+ years of experience processing in a high volume and deadline-driven environment.

+ 1+ years of experience in a processing, accounting, or production-driven environment.

Additional Skills & Qualifications

+ Candidates with a Business degree are preferred but not required.

Work Environment

Associates must come into the office twice a week, with Wednesday being a mandatory team day. The other day is flexible. The office environment is business casual with an open cubicle style. The work hours are from 8am to 5pm. Although there is no lunchroom that serves food, there is a designated eating area. The company does not follow a strict clock-in and clock-out policy.

Pay and Benefits

The pay range for this position is $20.00 - $21.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in West Des Moines,IA.

Application Deadline

This position is anticipated to close on Oct 17, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.